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 Ten months is not a long time to move and renovate a home. I can’t say that the time has flown by, as each day is filled with thinking about, planning, paying for, or doing home improvement projects. But, it's been ten months and now it's time for the "Big Sigh" that comes with the completion of a major project. 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...
