Financial Independence

From Dream to Reality: Our Dividend Milestone on the Path to Financial Freedom

Joséby José2
Hello, dear readers! It's been a while since our last update, and I must say, disconnecting from the blog for a month was unexpectedly refreshing. As we step into 2017, I'm thrilled to share some exciting news about our journey towards financial independence (FI). A December to Remember While many were caught up in the holiday shopping frenzy, we embraced a different kind of December magic. With gift-giving off our agenda, we found ourselves in a cocoon of relaxation. We even kickstarted a new morning routine (stay tuned for posts about that in the coming months!). But the real magic? It happened in our Freedom Fund. Quarterly Earnings: A Pleasant Surprise The end of the quarter always brings a flutter of excitement as we tal

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José

José concluded his distinguished 13-year career at Vanguard at age 44, stepping away from corporate life to embrace an early retirement. As a project manager, he expertly orchestrated the creation and delivery of educational materials—both digital and print—for 401(k) participants, ensuring resources reached millions of investors. Today, he embraces life's simpler pleasures: quality time with family, pursuit of passion projects, discovery of new adventures, and leisurely meals in his garden oasis.

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Bob :)
Bob :)
9 years ago

This is a great article, thanks for share. In your article you mentioned using loopholes to use the investments, where did you learn of the loopholes and what are they? Or do you have a suggestion of where I can look for them? Thanks

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Jose
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Jose
9 years ago
Reply to  Bob :)

Hi Bob,
Thanks! The loopholes I’m referring to is the Roth Conversion Ladder. By doing this you can basically access your 401(k) funds 5 years after you retire early and without penalties. Mad Fientist has an awesome article explaining all the different ways to access your retirement funds prior to traditional retirement age. Here’s the link to the article: http://www.madfientist.com/how-to-access-retirement-funds-early/

Thanks for stopping by…

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