The Tax Triangle
Three Tax Scenarios Everyone Should Know
This Triangle Will Shape Your Financial Future!
Not all investments, retirement plans, and financial products are taxes the same. The tax triangle breaks it down for you into three simple buckets. Do you want to pay the tax on the seed or the harvest? When will you pay the tax on your investments? Learn the critical differences and what might make sense for you and why.
Learn More About IFW’s Retirement Planning Education Services
The IFW provides valuable financial education, resources, and services that help people live their best life.
Please remember, be mindful of the messenger that positions certain products or services as “always” bad or “always” perfect. The fact of the matter is there are no “bad products” or “perfect products”. The right product is the one that aligns with your goals and objectives.
The Institute of Financial Wellness believes when it comes to financial decisions; never say “Never” never say “Always”…It Depends.