Description

Are your savings smartly diversified to beat the tax man in retirement?

Nick Russell and Becky Wagoner delve into the intricacies of taxes and retirement savings, breaking down the 'tax triangle' to shed light on how different tax treatments affect your investments. Their easy-to-understand explanations aim to make a complex topic more approachable, ensuring you're better prepared for your financial future.

Nick and Becky discuss: 

• Tax-deferred accounts and their impact on retirement savings
• Understanding taxable accounts and annual tax liabilities
• The benefits of Roth IRAs and other after-tax investment options
• Real-life examples to illustrate the importance of tax diversification in your savings strategy
• And more

Tax Triangle PowerPoint

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