Tax Triangle

Want a graphic about the “tax control triangle” we often mention on the show? Here it is!

We know you have a few options while you’re saving:

• Roth IRA / 401k Muni Bonds
• Normal brokerage accounts / mutual funds / stocks / bonds
• Traditional 401k / 403b / 457 Deductible IRA SEP / SIMPLE

This graphic helps you see the positives (and downsides) of each.