Tax Buckets for Retirement, TruePath Wealth Strategies

Did you know there are 3 different ways your retirement assets can be taxed — and most people only have one of them? In this short, I break down the three tax buckets every retirement plan should account for: ✅ Taxed Now — brokerage accounts, dividends, capital gains ✅ Taxed Later — 401(k), Traditional IRA, pension ✅ Generally Tax-Advantaged — Roth IRA, Cash Value Life Insurance, HSAs Understanding how these work together gives you flexibility to manage your tax bracket in retirement — and keep more of what you've earned. This is for educational purposes only and does not constitute tax, legal, or investment advice. Tax treatment depends on current law and individual circumstances. 📅 Schedule a free conversation: www.truepathws.com 📞 Call or text: 201.291.5428 📧 Email: anthony@truepathws.com Anthony Mazzella | CEO & Founder, TruePath Wealth Strategies 250 Pehle Ave, Suite 900 | Saddle Brook, NJ 07663 Securities products offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. TruePath Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Added 14 May 2026