Understanding Your ROI: Taxable vs. Tax-Deferred
Автор: Tony Walker Financial
Загружено: 2024-02-26
Просмотров: 419
Описание:
"Understanding Your ROI: Taxable vs. Tax-Deferred," is here to light the way. With Tony Walker's expertise, we delve into the intricacies of annuities and how different investment accounts impact your taxes and income tax strategies. Do you know if your current plan is optimized for taxes in 2025?
This video simplifies the complex, comparing taxable and tax-deferred accounts in a way that makes sense. Ever wondered if a tax-deferred annuity truly offers better returns than a taxable CD? Or how your 401k and social security benefits factor into your long-term financial health? Tony breaks it down, offering clear, actionable insights.
Get a GamePlan that fits your life. Whether tackling mortgages, exploring annuities, or planning your social security benefits, it's critical to have a strategy that not only maximizes your retirement savings but also minimizes your tax burden.
#AnnuitiesExplained #PresentValue #FutureValue #IRA #TaxBracket
#TaxableVsTaxdeferred #TonyWalkerFinancial #TaxSavingsStrategies #TaxBracketStrategies #TaxequivalentRates
CHAPTERS:
0:04 - Tax Deferred Annuity Explained
0:22 - Understanding Tax Equivalent Yield
2:14 - Comparing Tax Deferred and Taxable Accounts
5:26 - Thanks for Watching
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