Ep. 1 | Tax-Deferred vs Tax-Free

Are tax rates high now? Will they increase in 25 years? We don’t know but it may be time to break the mold in your tax strategy. One of our more common requests is to compare the differences between tax-free and tax-deferred strategies. In this episode, we jump right into our gold diagnosis, tax-free and growth. 

Listen in for some knowledge nuggets on these strategies, what they consist of, and a high-level discussion on how to plan their implementation.

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