We dive deep into a harder topic to chew on while clarifying the most tax efficient way to do this and why people do this when realizing they are stuck with too much money they cant access in a 401K or Traditional IRA. I answer questions on retirement account control, understanding the importance of interest rate arbitrage, and what my opinions are in reference to "necessary" insurance when gearing up to unplug.

Tax bracket link
https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets

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****Disclaimer: Zachary Juergensen is not providing or undertaking to provide any financial, economic, legal, accounting, tax, real estate or official advice in or by virtue of this podcast. The information, statements, comments, views and opinions provided in this podcast are general in nature, and such information, statements, comments, views and opinions, and the receipt of this podcast by any listener, are not intended to be and should not be construed as the provision of official advice by Zachary Juergensen, to that listener or generally, and do not result in any listener being considered a client or customer of Zachary Juergensen. The information, statements, comments, views and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any asset or to make or consider any investment or course of action.****

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