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financial advisor, financial planning at 40, financial planning at 50, money market funds, money market tax strategy, retirement, retirement planning, tax loss harvesting, tax loss harvesting hacks, tax planning with money markets, tax strategy
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Thanks Dustin great incite !
LoL, you need a larger glass!
Hi Dustin, CD ladder?
Would JEPI be a good spot to park a portion of emergency funds?
Hell no. Never put emergency fund money into equities.
Keep the amount low enough that the interest earned is considered de minimus
Definetely need to talk to Eric about this
It’s called having 80% of your retirement nest egg in Roth accounts at 60 years old. Then you never have to worry about Social Security tax, IRMMA tax, widow tax trap, NIIT tax, tax on your Money Market returns. Gets the taxes behind you when your working.