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Tag: early retirement

  • Ask Matt & Joel

Ask Matt & Joel: Should I do a Roth conversion during a sabbatical year?

  • November 9, 2024
  • Tagged as: early retirement, Life Hacking, Roth conversions, roth ira, saving for retirement, tax advantaged accounts, year off work

Today’s question comes from Ariel in PA!… “Hey, Matt and Joel. This is Ariel calling out of Philadelphia, and I have a kind of unique situation this year where I decided to quit my job…

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Avatar photo Joel
  • Ask Matt & Joel

Ask Matt & Joel: Do you think I can withdraw more than the 4% rule?

  • November 8, 2024
  • Tagged as: 4 percent rule, early retirement, Life Hacking, retirement investing, roth ira

Today’s question comes from Scott in FL!… “Hi, guys, it’s Scott and Florida. My question is about the 4% percent rule for ROTH and 403b account withdrawals. I’m getting fairly close to retirement, maybe in…

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Avatar photo Joel
  • Debt
  • Investing

Should You Borrow Money From Your 401k?

  • April 14, 2024
  • Tagged as: 401k, debt management, early retirement, retirement investing, saving money, tax advantaged accounts

Sometimes life happens and you need lots of money in short order. Suddenly, the money you’ve socked away into your 401k over the prior years is looking enticing. Should you borrow money from your 401k…

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Brit DiTocco, Financial Writer at How To Money Britney DiTocco
  • Investing

How Much Money Do You Need to Retire? 3 Different Strategies to Calculate

  • March 21, 2024
  • Tagged as: 4 percent rule, 401k, early retirement, index funds, roth ira, saving for retirement

Throughout our working years, it’s only natural that we start envisioning what retirement life will look like. Whether you plan to spend time traveling, being present with your family, or volunteering, retirement can be a…

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Brit DiTocco, Financial Writer at How To Money Britney DiTocco
  • Personal Finance

How To Retire Early

  • October 15, 2023
  • Tagged as: 4% rule, compound interest, early retirement, Financial Independence, FIRE, frugal living, healthcare costs, investing, Life Hacking, Real Estate Investing, saving for retirement, savings rate, tax advantaged accounts

With hard work and dedication, anyone can learn how to retire early! Follow these simple steps to achieve financial independence early.

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Brit DiTocco, Financial Writer at How To Money Britney DiTocco
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