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: 800-779-4592

More Episodes:

How Rehmann Serves Their Clients With Kurt Alter

Kurt Alter serves as a Tax Principal at Rehmann. His experience is diverse and suitable to a variety of business and individual tax, accounting, and consulting needs. Jude and Kurt will discuss how Rehmann creates an individualized client experience and why this is crucial when putting together a plan.

 

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592