Taxable vs. tax-deferred: same dollars, very different outcomes. ‼️ If you’re building wealth without understanding how your accounts are taxed — you could be handing future you a surprise tax bill. 👀 Want to keep more of what you earn? Start with this: ✅ Know which accounts are taxed when ✅ Use smart withdrawal strategies ✅ Align your tax plan with your long-term goals Your investment type matters just as much as your investment return. ⬇️Follow for more ways to grow smarter, not just bigger.
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Taxable vs. tax-deferred: same dollars, very different outcomes. ‼…
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📍 How much should be tax-deferred? 📍 How much should be taxable? 📍 How much should be tax-free? You don’t guess—you test. One of the best places to start is testmyretirement.com. With a little information, you can see what your future tax bill might look like if everything stays tax-deferred. If that gets your attention, the next step is a full tax review—where we look at: ✔️ Roth conversions ✔️ Tax revision strategies ✔️ The right balance for your retirement 💡 The goal isn’t to avoid taxes—
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Let’s clear up a common retirement question 👇 When do I have to take Required Minimum Distributions (RMDs)? 🔹 If you turned 73, the IRS now requires withdrawals from: • Traditional IRAs • 401(k)s • Other tax-deferred retirement accounts 🔹 Your first RMD must be taken by April 1 of the year after you turn 73 🔹 Every year after that? By December 31 ⚠️ Miss it and the penalty can be severe. (The IRS has zero chill about this.) Smart planning can help reduce the tax impact—and avoid surprises. E
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