Marginal vs. Effective Tax Rate

It’s tax time! As you’re reviewing your return, be sure to take note of your marginal and effective tax rate. In this video, we’ll discuss the difference between them and how they can factor into other financial planning decisions.

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Greg Corneille, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, non-profits, and religious organizations.

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DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results.
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