Most Retirees Don’t Realize They Can Pay No Taxes Using This Strategy
What if you could pull $100,000 from your portfolio this year to live on, but only $30,000 or $40,000 of it actually counted as taxable income? It sounds too good to be true, but for a lot of retirees, it's completely possible. In this episode, I break down a strategy called income stacking, how to pull from cash, brokerage, IRA, and Roth accounts in the right combination, and why paying $0 in taxes isn't always the smartest move.
Tune into this episode to find out:
(00:18) The $100,000 question: what if only $30–40K of it was actually taxable?
(00:42) Why retirement gives you control over…
The skinny
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