Listen as I talk tax with Becky Heptig and Bill Yount on the Catching Up to FI podcast.
You can access the podcast on Apple Podcasts.
We discuss tax planning for financial independence, particularly planning for those catching up later in their careers.
The show notes include references to the following FI Tax Guy blog posts.
The Advantages of Living on Taxable Assets First in Early Retirement
Early Retirement and Social Security
This post, and the above mentioned podcast episode, are for entertainment and educational purposes only. They do not constitute accounting, financial, investment, legal, or tax advice. Please consult with your advisor(s) regarding your personal accounting, financial, investment, legal, and tax matters. Please also refer to the Disclaimer & Warning section found here.