Deep Dive: Set Yourself Up to Pay No Penalties or Taxes in Early Retirement | Money With Katie Podcast

If you’re normally a “casual commute” listener of The Money with Katie Show, prepare to park your car and whip out your notebook—today’s episode is a complex deep dive into exactly how you can set yourself up to pay no taxes or penalties in retirement on any of your pre-tax, taxable, and Roth funds, even if you retire in your thirties.
We’ll dig into how much a couple would need to save and invest to retire early and then break down how they can strategically access those funds for the most optimal tax-free outcomes. Remember to caffeinate before this one—your brain cells are about to be workin’ and twerkin’.
If you’re a visual learner, the YouTube video for this episode or the episode transcription may be your best friends.
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Mentioned in the Episode

IRS Tax Code: link

Standard deduction for 2022: link

0% capital gains tax rate brackets for 2022: link

Required Minimum Distributions (RMDs): link

Roth IRA Five-Year Rule: link

Compound interest calculator: link

Combining finances for marriage: link

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