Should You Have Taxable Savings in Retirement?

Author: Philip Weiss | October 25, 2022 | 0 Comments | 7 View(s)
https://apprisewealth.com/news/should-you-have-taxable-savings-in-retirement/
blog-inner

Different Tax Buckets for Retirement Accounts

  1. Pre-tax: For example, individual retirement accounts (IRAs), 401(k)’s/403(b)’s.
  2. Tax-free: For example, Roth IRAs, Roth 401(k)’s.
  3. Triple Tax-Free: For example, Health Savings Accounts (HSAs).
  4. Taxable: For example, taxable brokerage.

TAXABLE RETIREMENT SAVINGS — GENERAL CONSIDERATIONS

TAXABLE SAVINGS IN RETIREMENT — SPECIFIC BENEFITS

Tax Diversification — An Important Benefit

Closing Thoughts

Submit a Comment

Your email address will not be published. Required fields are marked *

Add Your Listing to Financial Advisors.com Sign Up With Us Here: