[PODCAST] The Retirement Income Puzzle Part 1: Understanding Tax Buckets from Ameritas

Recorded 08/08/2025

The latest Future Focus episode explores how taxes affect retirement income—and why tax diversification may be more effective than deferral alone. 

It covers:

• The three tax buckets: taxable, tax-deferred and tax-free.
• Tools for generating tax-free income, like Roth accounts, HSAs and permanent life insurance.
• Why tax diversification is a smart planning strategy. 

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