GRFTFS: Balance Between Tax-Deferred, Tax-Free, and Taxable
The Get Ready For The Future Show
<p>"How should I balance assets between tax-deferred, tax-free, and taxable accounts to get me the best outcome for my retirement income?" We're answering YOUR questions on this week's Get Ready For The Future Show!</p>
<p>I’m 57 and recently inherited $400k. What do I do with my inheritance? Should I give up my $200K salary job to spend time with my wife? Will we be okay financially if we both retire now? What strategies can minimize the tax impact of RMDs?</p>
<p>And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to <a href="mailto:show@getreadyforthefuture.com" rel="nofollow">show@getreadyforthefuture.com</a>!</p>
<p>Originally aired 2/12/2025</p>