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43. FI case studies: Retiring now, investing with kids, and using SMSFs

Aussie FIRE | Financial Independence Retire Early

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Navigating Semi-Retirement Finances

This chapter explores the financial landscape of a couple transitioning to semi-retirement, focusing on their assets and the complexities of achieving a comfortable annual income. Key discussions include investment strategies, the management of superannuation, and the implications of investment properties. Emphasizing the importance of personalized financial planning, they address accessibility of funds, tax efficiency, and the balancing act of investments as they approach retirement.

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