Subject: Allocating savings to products or investments (buckets) that are taxed in different ways.
Uses: Many clients often have the majority or all of their savings in traditional IRAs, 401Ks and other tax-deferred retirement plans. These two slides can be used in a presentation discussing the advantages of being tax diversified. This can lead to a conversation involving a Roth IRA conversion or purchasing life insurance for future tax-free cash value loans.
Editable in PowerPoint: The bucket images can be resized or copied to a new slide and combined with other images.