GRFTFS: Balance Between Tax-Deferred, Tax-Free, and Taxable

"How should I balance assets between tax-deferred, tax-free, and taxable accounts to get me the best outcome for my retirement income?" We're answering YOUR questions on this week's Get Ready For The Future Show!

I’m 57 and recently inherited $400k. What do I do with my inheritance? Should I give up my $200K salary job to spend time with my wife? Will we be okay financially if we both retire now? What strategies can minimize the tax impact of RMDs?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!

Originally aired 2/12/2025