Learn how to maximize your early retirement with these tax planning strategies. This video will help you understand the importance of tax planning to ensure a comfortable retirement.
0:00 – 0:10 Intro
0:10 – 0:42 Roth Conversions
0:43 – 3:30 Brokerage account as a bridge account & qualified dividends
3:31 – 4:40 Health care & income levels!
4:41 – 5:30 How tax brackets impact your retirement
5:31 – 6:15 Don't forget standard deductions!
6:16 – 7:35 HSA Hack you should know!
7:36 – 8:00 Social Security tax tips!
8:01-8:05 Drop a comment below! 🙂
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Thanks for watching! A little food for thought in today’s video. What’d you think? Let me know!
What’s the most common winning investment strategy for a new beginner, with more or less than $5,000 to invest?
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Wow. I’m so excited seeing Hattie been mentioned here also. Didn’t know she has been good to other people too, this is wonderful.
Yeah, I’m starting to see the (taxable) brokerage would have been a great idea for me earlier on. LOL. I have a brokerage accound that holds (in a money market fund that actually pays good interest) my after-taxed funds from my IRA and then I periodically cut myself a “paycheck” to my credit union’s checking account. I am thinking of “beefing up” my brokerage account even more but, I’m not really sure about adding mutual funds/ETFs there because the equities and CDs/bonds are already accounted for in my IRAs. So it would seem redundant.
You may be better off with different assets in each location. Search on “Asset Location” for more information.
Good review ! I am living this early retirement now. Big HYSA, well established Roth accounts and big traditional IRA. ACA credits makes monthly payment for family almost zero !
Cheers !
Nice work! 😎
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