Early retirement is a dream for many Americans. In addition to saving aggressively and investing well, success depends on navigating pitfalls in the tax code.
Very informative! Thank you.
Would this game plan differ substantially if an IRA Roth is utilized instead of a traditional IRA? What taxes are we talking about at 75?
My daughter and son in law are a perfect match to your fictional couple right down to Austin residence. They are considering same from big tech names. Sent them your informative missive to aid decision. Her parents (us) are still working and her father under contract till he’s 71. Big difference between Boomers and GenX. They can’t wait to quit working while we enjoy contributing and adding value. It’s gotten much harder and weirder since Covid but we will finish out.
Thank you for this great piece.
Well written and very informative (as usual). Thank you!
This is a fantastic piece. Thank you.
Enjoyed the timeline structure, is very unique from the generic retirement advice articles online with that level of detail
Nice article. This is pretty close to our situation, so it's good to see a "plan" that works out with a reasonable amount of spending and leaves a healthy cushion at the end.