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Many people assume they'll be in a lower tax bracket in retirement, but that’s not always how it plays out. In this video, we break down why relying solely on tax-deferred accounts like IRAs and 401(k)s could lead to higher taxes in retirement — and how a balanced strategy using both tax-deferred and tax-free accounts can help you stay in control.
00:05 Introduction to tax certainty
00:14 US tax code complexity facts
00:24 Tax Time Bombs series overview
00:44 Important tax statistics and facts
01:30 Purpose and objectives of the series
01:38 Disclaimer and contact information
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