Author Topic: Taxes in Early Retirement (MadFIentist Links)  (Read 46742 times)


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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
Tax-Loss Harvesting
Tax-Gain Harvesting
Triple Value of Income
How to Hack Your HSA
Roth IRA Horse Race
After-Tax Contributions and a Surprise Gift from the IRS

They are well worth checking out!
I am a former teacher who accumulated a bunch of real estate, retired at 29, spent some time traveling the world full time and am now settled with three kids.
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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!


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


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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.


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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;