Author Topic: Taxes in Early Retirement (MadFIentist Links)  (Read 26873 times)

arebelspy

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Taxes in Early Retirement (MadFIentist Links)
« on: June 30, 2015, 12:03:25 PM »
The MadFIentist has a number of topics on tax optimization and (legal) avoidance/reduction.

His "archives" include a section called "Tax Avoidance" with the following topics (as of June 2015, he adds more all the time):
Retire Even Earlier Without Earning More or Spending Less
Traditional IRA vs. Roth IRA The Final Battle
The Ultimate Retirement Account
Lab Rat and Assumptions
Semiretirement
Tax-Loss Harvesting
Tax-Gain Harvesting
Triple Value of Income
How to Hack Your HSA
Front-Loading
Roth IRA Horse Race
After-Tax Contributions and a Surprise Gift from the IRS

http://www.madfientist.com/archives/

They are well worth checking out!
We are two former teachers who accumulated a bunch of real estate, retired at 29, spent some time traveling the world full time and are now settled with three kids.
If you want to know more about us, or how we did that, or see lots of pictures, this Business Insider profile tells our story pretty well.
We (rarely) blog at AdventuringAlong.com. Check out our Now page to see what we're up to currently.

Gone Fishing

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Re: Taxes in Early Retirement (MadFIentist Links)
« Reply #1 on: June 30, 2015, 12:10:56 PM »
Great reading, certainly worthy of a sticky, thanks!

phwadsworth

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Re: Taxes in Early Retirement (MadFIentist Links)
« Reply #2 on: June 30, 2015, 12:12:30 PM »
Thank you.

kpd905

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Re: Taxes in Early Retirement (MadFIentist Links)
« Reply #3 on: July 01, 2015, 07:02:22 AM »
Good stuff, his archives would serve as a good Tax Optimization 101 course.

Radioherd88

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Re: Taxes in Early Retirement (MadFIentist Links)
« Reply #4 on: April 26, 2020, 10:35:01 PM »
I agree these resources are great - I thought I was settled on my post retirement tax plan until I read The Power Of Zero which suggests taxes will increase dramatically in our future - this is something i've never seen MMM or MadFi ever consider/discuss but it seems like a valid argument to always chose Roth during our current low tax bracket world - see my post here and please let me know your thoughts; 

https://forum.mrmoneymustache.com/taxes/the-power-of-zero-use-tax-deferred-exclusively-bc-future-taxes-will-be-higher/