Bridge to Early Retirement: Taxable Account Strategy

Early retirement requires more than having enough saved. It requires thinking about which accounts will fund which years of your retirement.

For someone targeting retirement in their 50s, a taxable brokerage account can serve as an important bridge between leaving work and accessing traditional retirement accounts. The key is building that bridge intentionally through consistent contributions and investing over time.

The right strategy will depend on your goals, income, tax situation, and timeline.

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