We’re educating you about smart ways to manage your money. We hear so often that the debt in this country is so out of control.
Joining us is Eric Hogarth, Certified Financial Planner and Johnson Brunetti Partner to share the four buckets of retirement planning.
Hogarth highlights four buckets of retirement planning:
- Taxable Assets: CDS, nonqualified mutual funds
- Tax Deferred Assets: 401K, 403B, IRA
- Income Tax Free / Estate Taxable Assets: Roth IRAS, municipal bonds
- Income Tax Free / Estate Tax Free Assets: Life insurance trusts, charitable trusts
Today’s Free Offer: Do You Know Where Your Tax Liabilities Fall?
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Johnson Brunetti’s goal is to take the fear out of your financial future and give you confidence in what lies ahead.