Ideal Life & Money Academy

The Bridge Account (For Early Retirement)


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Have you been saving for retirement? Awesome! But what happens if you want to access some of your money before you reach retirement age?!?

We recommend to continue saving in your retirement accounts AND save extra money in a bridge account. With a bridge account you will pay more taxes which will be okay as long as you are still investing in tax favored retirement accounts. You get the opportunity to have access to your "bridge account" money whenever you would like.

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Ideal Life & Money AcademyBy Mike Staunton & Jason Lam