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.
- 00:05Introduction to tax certainty
- 00:14US tax code complexity facts
- 00:24Tax Time Bombs series overview
- 00:44Important tax statistics and facts
- 01:30Purpose and objectives of the series
- 01:38Disclaimer and contact information
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