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 On the income side, I did not initially realize the importance of those extra dollars generated through part-time work. The basic concept is that each dollar earned equals $25 less needed in savings. This formula is derived using the 4% rule in reverse. 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=share
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...