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Same $200,000 a Year in Retirement, One Woman Pays About $1,000 in Tax
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Two women, both 62, both retired, both spending $200,000 a year. One pays tens of thousands in federal tax. The other pays about $1,000. The difference is which accounts the $200,000 comes from, and that was decided in her 50s, while she was still working.
This episode builds the low-tax retirement paycheck line by line, using single-filer math.
In this episode:
Why what you spend in retirement isn't the same as your taxable income
How a paycheck built from cash, Roth, brokerage shares, and a small IRA withdrawal works
How keeping ordinary income low can open up the 0%…
The skinny
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