The 3 Tax Buckets Everyone Should Know

Most Americans unknowingly put their money into accounts that guarantee a bigger tax bill down the road. Why? Because they don’t understand the three tax buckets every investor and business owner needs to know.
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0:16 - The Three Buckets Explained
0:37 - Bucket #1: Taxable (Checking, Savings, Brokerage)
1:51 - Bucket #2: Tax-Deferred (Your Future Tax Problem)
3:22 - Bucket #3: Tax-Free (The Most Underused Bucket)
4:39 - How to Shift Money Toward Tax-Free Growth
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ABOUT THE HIDDEN RESERVE

Chris Zerafa is the Founder of The Hidden Reserve, a financial services company dedicated to providing families and business owners with financial strategies that are rooted in guarantees, not guesswork.

Chris educates clients on how to leverage cash value insurance and guaranteed annuities to create a more secure, predictable financial future.

Enhance your financial portfolio with guaranteed growth, guaranteed income & tax-free use of money, giving you the peace of mind knowing your wealth is protected and growing.

Key Areas of Expertise:
​• High Cash Value Insurance (Infinite Banking)
​• Guaranteed Retirement Income through Annuities
​• Wealth Transfer with Life Insurance
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DISCLAIMER

Everything in this video is meant to educate, not to serve as specific financial guidance for your situation.
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