Understanding Tax Bracket Arbitrage for High-Income Earners

Описание: High-earning entrepreneurs face a critical tax planning question: should you defer income through retirement accounts when your current tax rate is significantly higher than your future rate?

The answer lies in diversification across tax treatments rather than extreme positioning. Sophisticated entrepreneurs benefit from balancing current deductions against future flexibility, building both tax-deferred retirement accounts and taxable investment portfolios. This creates optionality regardless of how future tax policies evolve.

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DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances.

Bryce Keffeler, the presenter, is the Managing Partner of Dew Wealth Management, LLC, a registered investment adviser, and the content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any piece of real estate, insurance contract, security, or other investment vehicles. Bryce Keffeler does not endorse any specific investments, investment strategies, advisors, or financial service firms.

Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

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