I’m Still Retired At 62 With $980K Between My 401(k), Roth IRA, And Brokerage Account—Which Do I Tap First So I Don’t Burst On Taxes?
When Jim, 62, walked away from his career in aerospace engineering last month, he didn’t exactly feel like he was walking into freedom. He had spent decades saving—carefully tracking every contribution, every market wobble, every employer penny—but now that he’s finally retired, he’s facing a new kind of stress: which account to withdraw from first? … Read more