0:00
0:00

Show Notes

How can you create tax-free income in retirement? We discuss Roth IRAs, 401(k)s, Brokerage Accounts, and more!

Questions answered:

  • How can you best use a Roth IRA to create tax-free income throughout retirement?
  • How can a 401(k) best be withdrawn to minimize taxes?
  • When does it make sense to use a brokerage account to withdraw funds for tax-free income in retirement?

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

Want a custom strategy to retire early?

Get Started Today Here

PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.

Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!

Let's Connect!

ENJOYED THE SHOW?

Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.

Have a question you want to be answered on a future episode?

Please submit your questions here.

Create Your Custom Strategy ⬇️

Get Started Today Here

PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.