The Tax Playbook

Tax-Deferred Bucket


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There are 3 Tax Buckets. Taxable, Tax-deferred and Tax-free.  In this episode we discuss the tax-deferred bucket, or as I call it the "Ticking Tax Time Bomb." When you take money out of this bucket, you are subjected to pay a tax at whatever tax rates happen to be at that time.  This creates Tax-Rate Risk, which can be mitigated.  

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The Tax PlaybookBy 960 Digital

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