Paul Benson, Guidance Financial Services · Financial Autonomy · UPDATED Beyond Building Wealth: 4 Things Your Retirement Plan Might Be Missing
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sell appreciated shares after retirement when taxable income is low and gift the proceeds to children
“When you have a stock that is selling a major part of its business… you want to look at what the proceeds are… then keep an eye on the rewritten sell lines as the share price adjusts”
“When yields continued down to almost zero… expected return for fixed income is low… we reduced fixed income exposure.”
“The best way to not pay tax is to mum to withdraw 100% of that money and literally gift it to the adult children tomorrow”
“When I get to retirement, the money that my money makes is not going to continue making money… every dollar it makes is going to come to me as my income”
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