Tag: tax-efficient withdrawals
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On a warm Friday afternoon, just a few months before his 60th birthday, Grant Lawson shuts down his computer for the last time. After nearly four decades of working as a Financial Manager and Controller, he’s ready for the next chapter. There are no more quarterly reports, no more budget meetings, and no more late-night…
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When Jessica White, a librarian in Baltimore, sat down to plan her retirement at 57, she thought she’d done everything right. She’d accumulated $505,000 across a 401(k), Traditional IRA, Roth IRA, HSA, and taxable brokerage. She was on track to retire at 60. By most measures, she was ahead of schedule. Then she ran the…