Retire Early. Withdraw Wisely. Let’s do the math.
Most retirement advice is built for age 65. If you’re planning to leave work sooner, the rules are different, especially around taxes, healthcare, and withdrawals. This is where you learn to navigate all of it.
What makes this Site different?
- Focused on tax strategy and smart planning, not generic retirement advice
- Real examples. Numbers, brackets, and edge cases included
- Posts come with actual math. I always show my work
Where are you in your journey?
pre-Retirement
- Set budget & savings targets
- Plan insurance & healthcare costs
- Balance pre-tax, Roth, and taxable
- Gradually shift portfolio allocation
- College savings planning (if applicable)
at retirement
- Check your retirement readiness
- Plan your withdrawal sequence
- Consider Roth Conversions & ladders
- Evaluate 72(t) for early access
- Write down your plan
post-retirement
- Execute withdrawals & rollovers
- Review MAGI annually (before year-end)
- Rebalance on schedule
- Adjust plan as life changes
Hi, I’m George.
I’m still working my day job, but I’ve spent years thinking and doing the math on the tax and planning side of early retirement. Bridge and Retire is what I wish had existed.
Recent from the blog
Saving for College When You’re Planning Early Retirement
Saving for college without wrecking retirement: how to balance 529 plans, financial aid, and your…
Help! My Tax Software Says I Owe a 10% Penalty After a 72(t)
Learn how the 72(t) rule works and how to access retirement funds early without the…
Should You Save Pre-Tax or Roth? A Tax Lifecycle Framework for Better Retirement Decisions
Should you choose Roth or pre-tax? Learn how taxes, retirement income, and withdrawal strategies affect…