If you’re normally a “casual commute” listener of The Money with Katie Show, prepare to park your car and whip out your notebook—today’s episode is a complex deep dive into exactly how you can set yourself up to pay no taxes or penalties in retirement on any of your pre-tax, taxable, and Roth funds, even if you retire in your thirties.

We’ll dig into how much a couple would need to save and invest to retire early and then break down how they can strategically access those funds for the most optimal tax-free outcomes. Remember to caffeinate before this one—your brain cells are about to be workin’ and twerkin’.

If you’re a visual learner, the YouTube video for this episode or the episode transcription may be your best friends.

—

Mentioned in the Episode

—

Follow Along

- Listen to Money with Katie here: https://www.podpage.com/money-with-katie-show/

- Read Money with Katie: https://moneywithkatie.com/

Follow Money with Katie!

- Instagram: https://www.instagram.com/moneywithkatie/

- Twitter: https://twitter.com/moneywithkatie

- TikTok: https://www.tiktok.com/@moneywithkatie

Subscribe to Morning Brew

- Sign up for free today: https://bit.ly/morningbrewyt

Follow The Brew!

- Instagram: https://www.instagram.com/morningbrew/

- Twitter: https://twitter.com/MorningBrew

- TikTok: https://www.tiktok.com/@morningbrew

Learn more about your ad choices. Visit megaphone.fm/adchoices