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The Three Types of Account Taxability

The Three Types of Account Taxability

We have many choices when investing. Today, we are going to look at the different ways an account may be taxed: now, in the future, and never again. Given these choices, we might think the “never taxed again” structure is best and the “taxed now” is worst, but there’s much more to the story.

Consider Taxes When Making Withdrawals

Consider Taxes When Making Withdrawals

I know that might sound odd as we tend to save throughout our working life and even sometimes well into our retirement years. But there will be times you need to withdraw your savings and it’s important to consider the tax implications.

Use All 3 Tax Structures for Your Long-Term Portfolio

Use All 3 Tax Structures for Your Long-Term Portfolio

We want to use all three of these when investing our Long-Term Portfolio and I’ll tell you why in a moment. But first, I want to talk through how each of them works.