Taxable vs. Tax Free Retirement


At the Alliance Group, we focus on helping our clients identify unnecessary Wealth Transfers in their lives and then put a plan in place to either reduce or in some cases eliminate them entirely.  To learn more about Wealth Transfers watch the series of videos under the Wealth Transfers tab to the left.  To get started with your personal Wealth Transfer Analysis click the button below.

Watch the video above to understand the following:

  • Taxable vs. Tax Free Retirement Accounts.
  • The difference between the accounts over 30 years.
  • Paying the taxes now wins the game in the long run.
  • Why going with a know tax rate is better than an unknown