Learn from Doug Tees, CFP®, COO and Wealth Advisor at Jason Howell Company, on various tax buckets and how each impact different retirement strategies.
For more info on Doug and his services, check out his website: https://www.jasonhowell.com/
00:00 Intro
00:26 Why the financial planning career?
01:09 3 tax buckets for money
04:06 HSA
05:04 Financial order of operations
07:22 Prepay mortgage vs invest
09:04 Tax brackets with retirement contributions
11:16 Early investor recommendations
12:46 5-10 years prior to retirement
13:56 Early retirement considerations
15:04 At retirement
16:42 Final thoughts
17:21 Doug's contact info
Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.
