Deep Dive: Set Yourself Up to Pay No Penalties or Taxes in Early Retirement
The Money with Katie Show
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Using a Seven Per Ent Average Rate of Return
A married couple who begins this process at age 25 could retire at age forty five with two and a half million dollars. All assumptions below are going to use a seven per ent average rate of return. Since the rothra is taxed free, the growth will be completely unencumbered by taxes. And perhaps more importantly, your taxable accounts don't need to pay that much in perpetuity.
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