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How To Handle Big Purchases In Retirement
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In this mailbag episode, Steve tackles a listener question from Seth about whether or not to buy an RV in retirement, and how to do it without wrecking his financial plan. Should he drain his IRA and take the tax hit, or take on new debt in his 60s? Steve walks through how to think about big-ticket purchases in retirement, when debt might be acceptable, and how Roth 401(k)s can play a role in funding goals tax-efficiently. If you’ve ever wondered how to balance enjoyment and financial discipline in retirement, this episode will help you weigh your options without sacrificing…
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