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Purefinancial

What are the pros and cons if Chip uses the money in his taxable brokerage account for early retirement income? Jack and Sally ask Joe and Big Al to spitball on whether they can retire around age 55 or 60, and whether they should max out their Roth or convert to Roth. Plus, April and Andy ask the fellas to spitball on their dividend investing strategy, and Don wonders if a separately managed account or SMA makes sense for his taxable account. (We’ll also find out what an SMA is.)