Building wealth is surprisingly simple, but it isn’t easy. Most Americans aren’t successful at building The concept of “taxable buckets” is one of our most asked-about topics we cover on the show. You asked for it, and you got it! In this episode, we’ll discuss what you need to consider about each taxable bucket, pre-tax, tax-free, and taxable, which you should prioritize, and how to know you are doing it right by age.
In this episode, you’ll learn:
- How to build your 3 bucket strategy
- How to build financial independence
- How you should prioritize your 3 bucket strategy
- What you should consider about each tax bucket
Research and resources from this episode:
- The Money Guy Net Worth Tool
- Building Financial Futures
- IRS Announces Changes to Retirement Plans for 2022
- What Are the 401(k) Contribution Limits for 2021 and 2022?
- Work with us
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