How We Withdraw Money Tax Free In Early Retirement
Автор: Our Money Quest
Загружено: 2026-02-26
Просмотров: 1111
Описание:
Retire early without penalties! Learn the exact bridge strategy Amber and Jared use to withdraw funds from brokerage accounts before age 59 ½ with 0% tax.
Are you planning to retire early but worried about the 10% IRS penalty? In this deep dive, we’re breaking down the "Bridge Account" strategy. Most people think they're locked out of their wealth until 59 and a half, but if you have a taxable brokerage account, the rules are completely different.
What you’ll learn in this video:
👉 Why the 59 ½ rule is a myth for brokerage accounts.
👉 Tax Gain Harvesting: How to pay $0 in federal taxes on your withdrawals.
👉 The Cash Bridge method to eliminate Sequence of Returns Risk.
👉 How to qualify for massive healthcare subsidies in early retirement.
🆓 Download the Free Early Retirement Checklist here 👉 https://bit.ly/3N1MZrd
📍 Key Moments
0:00 - The 59 ½ Myth: Why You Don’t Have to Wait
1:49 - Brokerage vs. 401k: The Key Differences
3:16 - How Capital Gains Taxes Work in 2026
6:00 - The 0% Tax Bracket Strategy (Step-by-Step)
6:51 - Tax Loss Harvesting (Counterpart)
7:27 - Building Your 3-Year Cash Bridge & Mitigating Sequence of Returns Risk
8:46 - The Healthcare Hack: ACA Subsidies Explained
9:37 - Common Early Withdrawal Mistakes to Avoid
11:05 - Your Early Retirement Checklist
#EarlyRetirement #FIRECommunity #TaxStrategy #FinancialIndependence #BrokerageAccount #retireearly
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If you’ve ever wondered how to manage Personal Finance, master Investing, and build long-term wealth while raising a large family, you’re in the right place. We break down the complexities of the FIRE movement (Financial Independence, Retire Early) through the lens of a household of six—proving that you don’t have to choose between a big family and a big bank account.
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⚖ DISCLAIMER
All of our videos, posts, reels, or stories are for informational purposes only and do not constitute financial advice. Please do your own research. Consult a certified & trusted financial planner who will put your interests above their own before following any advice we may offer.
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