Episodes
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Getting To Age 59 1/2 for High-Net-Worth Retirees: Why Brokerage Accounts Typically Win and Roth IRAs Often Deferred
Episode 28 evaluates why high-net-worth retirees in the $2M–$8M range typically favor brokerage accounts for early income while choosing to defer Roth IRAs. Discover the advantages of brokerage flexibility and the technical rules of penalty-free Roth withdrawals before age 59 1/2.