Discover the advantages and disadvantages of utilizing retirement accounts for tax purposes. Learn about the government's tax incentives and the importance of not accessing these funds until a specific age. The hosts also clarify misconceptions about long-term capital gains tax rates and answer a listener's inquiry regarding early retirement. This episode concludes with sponsored messages from Carnegie Mellon's Tapper School of Business and Bose.
#477: Kayla is torn between paying off a loan early or catching up on missed retirement contributions.
Josh wants to retire early and meets the threshold for zero capital gains taxes. Should he put all his retirement savings into a brokerage account?
An anonymous caller wants to know how to merge financial lives with her husband from another country.
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
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