Tax Strategies

Ferrell Hickson 3 years ago updated by SA Editor George Moriarty 3 years ago 1

This is to hereby request SA add a Tax Strategies option under the Analysis tab (or a Retirement Tax Strategies section) to encourage folks to write about this topic.  Many of us come here to build our portfolios to be able to retire comfortably, and for some of us, early.  But, there is a bit of a vacuum out there in cyberland with regard to tax efficient strategies to live off of those portfolios.

Hi Ferrell, Because taxes are so tricky, and vary, the best advice on that is often to consult with your tax advisor. That said, you make a fair point that this is a hole in the discussion, and we will try to find ways to do this effectively.