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Jones Fiduciary Wealth Management

Tax Deferral is Worthless

1 min read

Did you know, there is no benefit to tax deferral on its own.

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Yes, this contradicts what you believe and what your advisor and your accountant says, but it is and irrefutable fact.

Click on the video below to view my podcast where I break down why tax deferral is not worth anything:

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About the author

Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fee-only fiduciary firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.

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