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Deep Dive: Set Yourself Up to Pay No Penalties or Taxes in Early Retirement

The Money with Katie Show

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How to Automate Wroth Conversions and Pay Your Taxes

"We are not talking about a difference in outcomes of, like, a few hundred bucks. If we had just pulled the full hundred nine thousand that we wanted from the pre tax account and called it a day, we would have paid almost 20 thousand dollars in taxes," Anda says. "Once you get the hang of it, you spend a few hours putting the systems in place, it's kind of going to run itself."

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