Should you pay off a mortgage early? Kristi Sullivan weighs in on cnbc.com

In the News

Kristi Sullivan is quoted in this article about whether or not to pay off a mortgage early. http://www.cnbc.com/2015/07/13/should-you-pay-off-your-mortgage-early-maybe-not.html   Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how can help you determine is you should pay off your mortgage early. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form…

Retirement Income Strategy – What’s the Best Order to Withdraw Assets? Method #2

Financial Education, Personal Finance, Retirement Savings, Uncategorized

Last week, we talked about spending down retirement money starting with already-taxed assets, then tax-deferred accounts, and ending with Roth IRAs. This week, we look at spend down Method #2:  Tax-deferred (Traditional IRAs, 401(k)s)  first, taxable (non-retirement) accounts second, Roth IRAs last. Pros: Spreads the taxes owed on tax-deferred accounts out over a longer period…