To minimize tax drag and optimize asset location for your investments, consider funding your accounts in the following order: Employer-Sponsored Retirement Accounts (e.g., 401(k), 403(b)) Reason: Contributions are often pre-tax, reducing your taxable income. Employer…
Read More
Paying taxes now and having tax-free withdrawals in retirement can offer peace of mind and simplicity during your retirement years. Here are a few reasons why some people find this approach mentally advantageous: Certainty: By…
Read More
When it comes to retirement savings, withdrawals are often an afterthought after putting all the money you earned during your working life into pre-tax savings buckets, such as 401(k)s, IRAs, Roth 401(k)s, and the like….
Read More
