Tax deferral, on its own, often helps less than people think.
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If you pay the same tax rate now or later, deferring mostly moves the bill. Deferral helps most when something else changes too, like a lower bracket in retirement.
Click on the video below to view my podcast where I break down when tax deferral helps and when it doesn't:
About the author
Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fiduciary advisory firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.
