• Financial Planning for FIRE: Financial Independence, Retire Early

  • 2022/04/21
  • 再生時間： 15 分
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Financial Planning for FIRE: Financial Independence, Retire Early

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  • Cody Garrett, CFP® explains financial planning topic areas specific to the FIRE movement, helping families on the path to (and through) early retirement. Topics include Traditional vs. Roth contributions, early distribution strategies, and the importance of asset tax location - the balance between pre-tax, taxable, and tax-free accounts.

    Show Links:
    Measure Twice Money - Educational Resources for DIY Investors
    Measure Twice Planners - Webinars and Q&As for Financial Advisors
    Sean Mullaney, CPA - FITaxGuy - Helpful Tax and Retirement Planning Resources
    Traditional vs. Roth Contributions - Understand the Marginal vs. Effective Distribution Rates
    SEPP Calculator - Bankrate's 72(t) Retirement Distribution Calculator

    Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations.
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あらすじ・解説

Cody Garrett, CFP® explains financial planning topic areas specific to the FIRE movement, helping families on the path to (and through) early retirement. Topics include Traditional vs. Roth contributions, early distribution strategies, and the importance of asset tax location - the balance between pre-tax, taxable, and tax-free accounts.

Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Sean Mullaney, CPA - FITaxGuy - Helpful Tax and Retirement Planning Resources
Traditional vs. Roth Contributions - Understand the Marginal vs. Effective Distribution Rates
SEPP Calculator - Bankrate's 72(t) Retirement Distribution Calculator

Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations.
続きを読む 一部表示

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