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How To Pay No Taxes In Early Retirement

Today’s episode is a complex deep dive into exactly how you can set yourself up to pay no taxes or penalties in early retirement on any of your pre-tax, taxable, and Roth funds, even if you retire in your thirties. We’ll dig into how much a couple would need to save and invest to retire early and then break down how they can strategically access those funds for the most optimal tax-free outcomes. Remember to caffeinate before this one—your brain cells are about to be workin’ and twerkin’. Join the waitlist now for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-wit... 0:00 Intro 5:14 How much and in which accounts? 11:10 Step-by-step guide 24:34 Let's talk specifics: an example 38:38 Caveats to keep in mind 41:02 Rich Girl Roundup: Merging assets in relationships 45:15 Credits Mentioned in the Episode IRS Tax Code: https://www.irs.gov/privacy-disclosur... Standard deduction for 2022: https://www.irs.gov/newsroom/irs-prov... 0% capital gains tax rate brackets for 2022: https://www.kiplinger.com/taxes/capit... Required Minimum Distributions (RMDs): https://www.irs.gov/retirement-plans/... Roth IRA Five-Year Rule: https://www.investopedia.com/ask/answ... Compound interest calculator: https://www.investor.gov/financial-to... Combining finances for marriage: https://moneywithkatie.com/blog/what-... This Episode's Sponsors To learn more about our sponsor, Sakara, check out sakara.com/money To learn more about Betterment, visit https://betterment.com/moneywithkatie Follow Along - Listen to Money with Katie here: https://www.podpage.com/money-with-ka... - Read Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! - Instagram:   / moneywithkatie   - Twitter:   / moneywithkatie   - TikTok:   / moneywithkatie   Subscribe to Morning Brew - Sign up for free today: https://bit.ly/morningbrewyt Follow The Brew! - Instagram:   / morningbrew   - Twitter:   / morningbrew   - TikTok:   / morningbrew   #moneywithkatie #retirement #taxes #earlyretirement #fire How To Pay No Taxes In Early Retirement