Send us a text The conventional approach to withdrawing retirement funds generally involves withdrawing from taxable accounts first, followed by tax-deferred accounts, and finally tax-free accounts. This strategy can minimize taxes and maximize the growth of tax-advantaged investments. Does that mean that this is the best approach for everyone? Like most retirement-related topics, the answer is not a simple yes or no. If you’d like to be a part of a free online retirement communit...
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Send us a text The conventional approach to withdrawing retirement funds generally involves withdrawing from taxable accounts first, followed by tax-deferred accounts, and finally tax-free accounts. This strategy can minimize taxes and maximize the growth of tax-advantaged investments. Does that mean that this is the best approach for everyone? Like most retirement-related topics, the answer is not a simple yes or no. If you’d like to be a part of a free online retirement communit...
Send us a text If you are still actively working at a job or profession, you have not experienced the joy of not having to go to work every day. Most people look forward to the day when they no longer have to work full-time. The ability to quit your job doesn’t mean you should stop working. An old axiom states: “Quit your job, but never quit working!” If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=s...
Retiring With Enough
Send us a text The conventional approach to withdrawing retirement funds generally involves withdrawing from taxable accounts first, followed by tax-deferred accounts, and finally tax-free accounts. This strategy can minimize taxes and maximize the growth of tax-advantaged investments. Does that mean that this is the best approach for everyone? Like most retirement-related topics, the answer is not a simple yes or no. If you’d like to be a part of a free online retirement communit...
