Deep Dive: Set Yourself Up to Pay No Penalties or Taxes in Early Retirement
The Money with Katie Show
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Pre Tax and Taxed Funds - How to Combine the Two
When we pull funds from our pre tax buckets, they are treated in our tax system like earned income. Brokerage accounts have no contribution limits, no penalties for withdrawing before a certain age and no rules like the qualified retirement accounts do. This is why it's good to understand this stuff decades ahead of time,. Most regular retiries to day are more unable to take advantage of this.
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