Tax Efficient Ways to Withdraw Money in Early Retirement

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BiggerPockets Money

Pricing & Profitability
intermediate
Tax Strategy
Bookkeeping
Profitability
Expenses

Summary

In this BiggerPockets Money episode, Mark discusses alternatives to the traditional sequential drawdown strategy, including cyclical and blended approaches, emphasizing the importance of tax optimization in early retirement. He highlights estate planning, asset protection, and healthcare costs as vital factors in determining the optimal drawdown strategy.