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Personal Finance Topics / Retirement Investing
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Author: AdrianC ⎊🐝  😊 😞
Number: of 667 
Subject: Re: Bucket withdrawal opinion
Date: 04/03/2025 8:02 AM
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Is this how others here would approach the next decade given our situation, assuming the brokerage account holdings (and LTCG tax hit) can comfortably cover the family expenses & just let the IRAs continue to compound tax free (or delayed) as long as possible? (We also have no pension, no non-investment income, no annuity, no deferred comp in our situation, & will likely receive a meaningful inheritance over the next 3-5 years).

Not retired yet, but everything else pretty similar. Enough in taxable to live off very comfortably and intend to retire soon and do just that. Sell Berkshire when needed, keep a cash cushion of a couple years expenses. Keep taxable income low to help with ACA. We plan, the gods laugh...
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