Your Money, Your Wealth cover image

Saving and Investing for Retirement with Company Stock, Bonds, and VTSAX? - 355

Your Money, Your Wealth

00:00

Getting a Conversion in Taxes

The plan below includes my personal spending budget, and the rest is for conversions in taxes. The tax brackets change in 20 26, at least as thei'r scheduled. ideally, id like to have most or all conversions done before the age 72. R m ds kick in. This is my plan, unless certain presidential manage administrations mess up my plans again.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app