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Grand Rounds - How do investments and taxes change as you approach retirement with Daniel Wrenne

Financial Residency

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Transitioning from Saving to Depleting Money in Retirement

This chapter explores the mindset shift that occurs when transitioning from saving to depleting money in retirement. It discusses the control and flexibility individuals have over their income and taxes during retirement, as well as the progression of depleting different retirement accounts and the potential impact of future tax brackets on retirement planning.

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