DH will FIRE next year at age 55 with a pension and a sizable 401k. We also have a pretty healthy non-taxable investment account that is less than 25% of the value of his 401k.
With all the talk of the national debt and the possibility of large tax increases as well as rumblings of means testing for receiving SS and/or Medicare, are any of you changing your strategy on how to draw down your tax deferred accounts vs your taxable accounts.
We've done REALLY well in the accumulation phase, we don't want to screw this next phase up.
With all the talk of the national debt and the possibility of large tax increases as well as rumblings of means testing for receiving SS and/or Medicare, are any of you changing your strategy on how to draw down your tax deferred accounts vs your taxable accounts.
We've done REALLY well in the accumulation phase, we don't want to screw this next phase up.