A few weeks ago, we did an example of how our portfolio is taxed after retirement, and showed that by constructing a portfolio using low-cost index ETFs and holding those assets in the right retirement accounts, it’s possible to harvest about $70,000 in dividend income to pay for my living expenses while paying no federal tax, and only $300 in provincial taxes (which were mandatory health insurance premiums). So while that’s all fine and great for Canadians, how does this work out for American early retirees? Well, let’s find out! Roth IRA Conversion Ladder The first thing we have to […]
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