Ari Taublieb, CFP®, MBA

Where To Pull Money From First When Retiring Early?

Where To Pull Money From First When Retiring Early?

One of the most important decisions you’ll make during retirement is how to withdraw your income (please don’t pay more taxes than you need to). There are a few things to consider when deciding where to pull retirement income from first. First, you’ll need to determine your fixed income sources. This includes things like Social […]

5 Common Mistakes To Avoid When Retiring Early

5 Common Mistakes To Avoid When Retiring Early

If you’re hoping to retire early and have thought about it for some time – you’re probably ahead of the curve. Why am I assuming that? It’s NOT EASY to retire early as you need to save and invest for income that lasts for 40+ years. Here are five common mistakes to avoid when retiring […]

Tax-Gain Harvesting (How To Pay 0% In Taxes – Early Retirement)

Tax-Gain Harvesting

Who loves paying taxes? Nobody – that’s why I love talking about tax-gain harvesting. Tax-gain harvesting is a popular investment strategy used by many investors to reduce or eliminate taxes on their capital gains. The idea behind tax-gain harvesting is to sell an investment that has appreciated in value and realize a capital gain, which […]