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Should You Have Taxable Savings in Retirement?

Author: Philip Weiss | | No Comments

Should You Have Taxable Savings in Retirement?

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

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