Aug 3, 2018
Mark Byelich and Paul Murray say the best and most advantageous bucket is the tax-free bucket.
A tax-free bucket includes things like Roth IRAs, Roth 401(k)s and the cash value of life insurance policies.
Mark and Paul, from share their thoughts with Joe Saul-Sehy, which led to an interesting discussion with the panel about:
Can you live a lifestyle and pay no tax?
Is permanent life insurance a good tax savings vehicle?
What tax strategy is most commonly overlooked or underutilized?
For more information, visit the show notes at http://moneytreepodcast.com/202