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The Personal Finance Podcast

10 Tips to Optimize Taxes When You Retire Early

Jun 24, 2024
Learn about tax optimization during early retirement with tips on the importance of a CPA, differences between taxable and tax-advantaged accounts, withdrawal strategies, managing retirement accounts, and maximizing tax efficiency with strategies like tax loss harvesting and Roth IRA conversions.
36:21

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Quick takeaways

  • Strategic planning in early retirement includes tax optimization through managing different account types and withdrawal sequencing.
  • Implementation of a Roth conversion ladder pre-retirement aids in tax-free growth and long-term financial planning.

Deep dives

Investing in Real Estate through Fundrise

Investing in real estate without the hassle of managing properties is made easy by Fundrise's flagship fund, aiming to expand its billion-dollar real estate portfolio amidst dropping demand and falling prices. Access to this fund involves careful consideration of investment objectives and risks.

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