Leveraging Your Bridge Account To Retire Early With Confidence
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- čas přidán 16. 04. 2023
- In today's episode of the Early Retirement Podcast, Ari discusses how to invest your bridge account.
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Lead Financial Planner (Fiduciary).
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When I turn 60, should I withdraw from my IRA up to standard deduction, or instead use that IRA money to do ROTH conversions, up to the standard deduction, to stay at the zero percent tax bracket? I could live off of my brokerage account for 0% and or cash combo, to stay in the 0% tax bracket?
Ari, what do you think about a 457b or Roth 457b as a bridge account, as I understand you can draw from it as soon as you separate from your government employer?
Not ideal, but not bad. Roth 457b better but rather let it grow and use a brokerage. You’re right though!
@@earlyretirementari Thanks for responding. I still don’t understand the reasoning though. If I can squeeze another $5k out of my budget, why put it into a standard brokerage account instead of a Roth 457 (over my normal savings) if I can pull it out in 5 years?
@BardWannabe you may want to check on it with your employer but I believe that only a Trad 457b can be withdrawn at any age once you leave your employer.
Still, I think that for a bridge account a Trad 457b has tremendous tax advantages over a regular brokerage account. I plan to use it as a bridge for my early retirement...