Centrus Financial Strategies

The Plan Wise, Retire Free Podcast

Roth Accounts and Tax Buckets

ON THIS EPISODE:

Jude, “The Roth Guy”, helps us look at the tax benefits of Roth accounts this week. We’ll also have a more in-depth discussion about the three “buckets” that make up Jude and Mike’s Bucket Plan strategy for structuring their clients’ financial plans.

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Contact – Call: 888-534-994

More Episodes:

2021 Tax Tips Recap

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.

Contact:

Website: https://centrusfs.com/contact/

Call: 888-534-9994

2021 Tax Tips Recap
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Play Nice In Your Sandbox, Part 1