The Four Tax Liability Buckets

Do you know where your tax liabilities fall? You may not realize it, but your tax situation likely falls into one of four buckets, and you may have a little bit in each bucket. On this episode of Your Retirement Elevated Podcast, Scott Dougan explains what the four buckets are and why it’s important to know this information.  

 

Read more and get additional financial resources here: https://wp.me/paeENs-9p 

 

Read the whitepaper: https://listentoscott.com/wp-content/uploads/2020/09/Four-Buckets-PDF-For-Website.pdf

 

What we discuss on this episode: 

1:30 – Tax liabilities

3:29 – Taxable bucket

7:10 – Tax-deferred assets bucket

10:08 – Tax-free bucket