How to Retire Early with $2.5 Million Taxable Investments

How to Retire Early with $2.5 Million Taxable Investments

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How do you retire early with $2.5 million in your taxable brokerage account? Let me give you the full breakdown so you know how to plan for it.

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⏰ Table of Contents ⏰
0:00 Delay
1:08 Intro
2:26 Retirement Timeline
11:06 How to Live on Taxable Investments
28:35 YNAB
29:32 Quick Q&As
38:53 How Much Cash Set Aside for Retirement
48:03 Can I contribute to both HSA & FSA?
56:12 Is S&P 500 Too Expensive to Buy?
1:05:05 Is Roth IRA going up by $500 every year?
1:10:50 Move money from Traditional IRA to 401K?

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Disclaimer: This video is not in any form of personalized financial advice. I am solely sharing my personal experience and opinions. All Strategies, tips, suggestions, and recommendations shared are solely for entertainment and educational purposes only. There are financial risks associated with investing. You must conduct your own research and due diligence or seek the advice of a licensed advisor if necessary.

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