Edu: Tax Optimized Spending with Bucketing

May 1, 2019

Edu: Tax Optimized Spending with Bucketing

A question from a Texas listener inspires Jim and Chris to take a closer look at Tax Optimized Spending with the Bucketing Strategy.

The good news is that planning your spending from your Buckets may not be as complicated as you think! Chris shares a simple way of determining how much to spend from your “always taxable”, “maybe taxable”, and “never taxable” buckets.

Podcast: Play in new window | Download (Duration: 1:14:04 — 33.9MB)

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