How Are Investments Taxed In Retirement?

Note: The winners of last week’s FIRE album giveaway will be announced at the end of this post. I’ve been asked on numerous occasions how we deal with taxes in retirement. Spoiler alert, if your portfolio is structured properly, you should be able to get away with paying $0 (or pretty damn near close to $0) in taxes after you retire. But how much of that is aspirational, and how does it play out in reality? So let’s break down how the MR portfolio is optimized to pay as little taxes as possible, and let’s use some real numbers behind […]

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