How I planned my early retirement withdrawal strategy after I Accidentally Retired without a plan

Early retirement without a plan, eventually needs a plan. When you end up Accidentally Retired at 36, you obviously have done many things right. Even so, I was caught off guard in terms of properly planning for an early retirement. My plan was to take a mini-retirement and figure out what I’d like to do… Continue reading How I planned my early retirement withdrawal strategy after I Accidentally Retired without a plan

2021 Tax Planning – avoiding capital gains tax in retirement with TaxCaster

How we plan to pay $0 in taxes in 2021 This is neither tax nor investment advice and is for informational purposes only. One of the big challenges that I have had in my first year in early retirement is managing taxes and capital gains. You would think that taxes wouldn’t be such for someone… Continue reading 2021 Tax Planning – avoiding capital gains tax in retirement with TaxCaster

The Simple Path to Wealth Summary – JL Collins

Book Summary, Highlights and Quotes from The Simple Path to Wealth by JL Collins The Simple Path to Wealth by JL Collins, lives up to the hype, plus some. The Simple Path to Wealth is written by JL Collins for his daughter. His goal for his book was to have something to give to her… Continue reading The Simple Path to Wealth Summary – JL Collins

5 years of maxing my 401(k) will make me ~$1.4M by the time I can withdraw

Maxing out your 401(k) will supercharge your wealth Look, I’ve never lauded myself as a financial expert. I’m not. I see people arguing on social media all day about whether to invest in your 401 (k), Roth IRA or a Taxable account. Certainly there are always edge cases, but when you receive a company match,… Continue reading 5 years of maxing my 401(k) will make me ~$1.4M by the time I can withdraw