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In this episode we follow up on Episodes 64 and 66 by applying a process with which to approach retirement to listener Chuck H's situation. Links to help you with your retirement portfolio issues:
The Best Free Retirement Spending Calculator: RETIREMENT SPENDING – Portfolio Charts
Income Tax Brackets for 2021:
2021 Tax Brackets and Other Tax Changes (investopedia.com)
Capital Gains Tax Brackets for 2021: Capital Gains Tax (investopedia.com)
Qualified Dividends Info: Qualified Dividend Definition (investopedia.com)
Go Curry Cracker Tax Strategy: Never Pay Taxes Again - Go Curry Cracker!
Mad Fientist Roth Conversions and More: How to Access Retirement Funds Early (madfientist.com)
Taxation of Gold: Metal, Money, and the Measurable Value of Gold – Portfolio Charts