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 “Time is what we want most but what we use worst.” — William Penn Each passing year changes and shortens my horizon, just like it does yours. And that changes how one approaches life. Does one buy a new house at age 73 and consider a 30-year mortgage? Or does someone engage in the opposite behavior, refraining from buying green bananas? 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...