314-How You Can Get More Money For Early Retirement By Using an IRA or 401(k) Even if You Have to Pay the 10% Penalty!

Mar 24, 2016

Explore strategies for early retirement using IRAs and 401(k)s, including benefits of Roth and traditional contributions. Learn about the advantages of using a 401(k) despite the penalty for early access. Delve into the differences between Roth and traditional IRAs and their tax implications. Discover tax planning strategies for early retirement, such as timing, income shifting, and conversion. Understand the benefits of utilizing 401(k)s and 403(b)s as primary sources of investment for highly paid employees.

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Introduction

00:00 • 2min

Withdrawing from 401k and IRA

01:32 • 7min

Exploring a New Option for Early Retirement Using an IRA or 401(k)

08:37 • 4min

Roth IRA vs Traditional IRA: Benefits and Tax Implications

13:01 • 29min

Using an IRA or 401k for Early Retirement and Tax Planning

42:10 • 4min

Maximizing the Benefits of Using 401Ks and 403Bs as a Primary Source of Investment

45:57 • 3min