I thoroughly enjoyed reading your most fascinating life story! Thank you for writing it. You should be proud of the multi-faceted career that you built rather than spend any time regretting dropping out of college, IMO. You have quite a story to tell from beer truck driver, registered insurance rep, union leader, financial & payroll reporting, to building an income tax prep business with 650 clients. As a retired CPA, I am very impressed with the one-man income tax prep shop that you built out of thin air. I couldn't find the exact quote or adage to cite, but what impresses me most is not where a person starts out in life or even their final destination, but how far a person travels during their journey. By any related measure, I would say that you were the epitome of a successful life.
I echo the comments about this being a great article. It is very helpful to have this summary outline of the key factors to consider about a taxation strategy for plan withdrawals. Many thanks to Jonathan for writing it.
Comments
I thoroughly enjoyed reading your most fascinating life story! Thank you for writing it. You should be proud of the multi-faceted career that you built rather than spend any time regretting dropping out of college, IMO. You have quite a story to tell from beer truck driver, registered insurance rep, union leader, financial & payroll reporting, to building an income tax prep business with 650 clients. As a retired CPA, I am very impressed with the one-man income tax prep shop that you built out of thin air. I couldn't find the exact quote or adage to cite, but what impresses me most is not where a person starts out in life or even their final destination, but how far a person travels during their journey. By any related measure, I would say that you were the epitome of a successful life.
Post: Beer to Taxes
Link to comment from September 16, 2023
I echo the comments about this being a great article. It is very helpful to have this summary outline of the key factors to consider about a taxation strategy for plan withdrawals. Many thanks to Jonathan for writing it.
Post: Juggling for Retirees
Link to comment from January 21, 2023