491 | Answering Your Questions on How to Access Money Before 59.5 | Sean Mullaney
ChooseFI
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Navigating Retirement Accounts for Education and Tax Planning
This chapter explores the complexities of using retirement accounts for college tuition, including penalty exceptions for IRA withdrawals for higher education and the tax implications of using Roth IRA. It also delves into tax planning strategies for early retirement, marriage benefits in tax planning, and the intricacies of passing on assets after death, with a focus on Health Savings Accounts (HSAs). The episode concludes with advice on accessing funds when retiring early, leveraging different types of accounts for tax efficiency, and highlights opportunities for listeners to engage further with the podcast.
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