If I’m to retire at age 55 or earlier, I want to primarily fund my lifestyle with taxable funds so that tax-advantaged savings can be utilized after 59 1/2. Each year Imax out my 401k,my Roth IRA, Mrs. RBD’sspousal Roth IRA, and529 plansfor all three kids with my salary inco...
However, I’ve chosen not to use my M1 Finance account for my tax-advantaged investing. Fidelity is a long-established company in the space, and I have built a 20-year relationship with them, and I’ve never had a reason to leave. Plus, my employer-sponsored accounts are there, and ...
In fact, if tax reform is passed by the U.S. Government by the end of the year, it could be a major boon for the markets and economy. Realistically, tax reform could fail too. Markets would panic, the job market could tighten, and I’d be out of luck. But I’m going to remain...