In my practice we commonly refer to 3 different “Tax Buckets” and I will refer to them on this channel, as well. Every tax bucket has pro’s and con’s but I have an order of preference for them. Watch this video as your first stop in our “Educate & Learn: Terms, Definitions, and Things To Know” Playlist. Types of accounts that fall into the PRE-TAX Buckets: • What Are “PRE-TAX” Accounts (HINT: Your 40… Types of accounts that fall into the TAXABLE & TAX-FREE Buckets: • What Are “AFTER-TAX” Accounts (HINT: Roth …
The Retirement Cheat Code
“Tax Buckets” – How EVERYTHING Gets Taxed
About the Author
J.D. White
J.D. has been guiding high net worth clients to, and through, retirement since early 2011. He believes in educating his clients to understand all the difficult language around retirement so they can move into a life where they don’t have to work, unless they WANT to!Prior to founding White Hawk Wealth Management, J.D. was a Financial Advisor at Edward Jones. In 2017, J.D. decided to become an Independent Wealth Manager and created White Hawk Wealth Management. Prior to that he owned 2 different residential real estate companies and negotiated over $12 million worth of short sales in 2008 (earning him “Rookie of the Year” for the Longmont Board of Realtors).A graduate of Southern Methodist University, J.D.’s credentials include a CFP® as well as holding the AWMA® (Accredited Wealth Management Advisor), CRPC® (Chartered Retirement Planning Counselor), and AAMS® (Accredited Asset Management Specialist) designations from the College for Financial Planning.
