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BPM - Coggle Diagram
BPM
Tax
Federal tax: w-2 tax, investment tax
401k max - tax
Future tax rate? how to minimize tax risk
US debt, tax rate
w-2 vs 1099
traditional vs ROTH
Insurance and Estate Planning
Living benefits
Investment vehicle
young people illustration, start early
LTC example
exemption, federal vs state
assets pass down
House: probate
401k/IRA: 10 year distribution - tax
Life insurance
Investment
Inflation
stock market return
risk
behavior analysis
Retirement and LTC
LTC benefit
living benefits
Challenge
longevity
LTC
market risk
tax
solution
annuity
guaranteed withdraw rate
不敢投资