On today’s episode, we discuss the early retirement years of an ER doc, the various strategies to distribute assets, and some expense considerations that often get overlooked.
Topics Discussed:
- An update on tax payments in California.
- The most crucial time period to ensure your assets last through retirement.
- How non-income tax drawdowns work into your retirement plan.
- Strategies of using outside of post-tax money and the impacts on your accounts.
- Opportunities available to “fill out” a tax bracket to maximize your contributions.
- The age 55 rule and how that impacts your access to funds.
- What to do if you want to start retiring closer to age 50.
- How to plan for spending appropriately depending on your retirement goals.
- An often overlooked expense during retirement.
Resources Mentioned:
Tags
early retirement years, retirement planning, ER doctors, ER docs, emergency doctor, financial planning, financial plan,
