In today's Five Question Friday (FQF), we cover five great questions and one tax calculator: 1. What is the Tax Triangle? (Traditional, Roth, and taxable accounts) 2. Is the Withdrawal Amount in FICalc the same as spending? 3. When should you sell an investment that's at a loss? 4. How far into the future should we plan? 5. When and how quickly should you change asset allocation as you near retirement? Tool: Retirement Tax-Friendly States: https://smartasset.com/retirement/ret... Resources...
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In today's Five Question Friday (FQF), we cover five great questions and one tax calculator: 1. What is the Tax Triangle? (Traditional, Roth, and taxable accounts) 2. Is the Withdrawal Amount in FICalc the same as spending? 3. When should you sell an investment that's at a loss? 4. How far into the future should we plan? 5. When and how quickly should you change asset allocation as you near retirement? Tool: Retirement Tax-Friendly States: https://smartasset.com/retirement/ret... Resources...
RBS 219: 3 Smart Alternatives to the 4% Rule (No Initial Safe Withdrawal Rate Required)
The Rob Berger Show
26 minutes
1 month ago
RBS 219: 3 Smart Alternatives to the 4% Rule (No Initial Safe Withdrawal Rate Required)
One of the challenges of the 4% Rule is what your initial safe withdrawal rate should be. While the name of the rule suggests one should start with 4%, there are countless reasons why that start point may not be right for you. For example, you may retiree early, you may not use the same asset allocation the rule was based on, you may have concerns about future stock market returns, inflation or both. Enter withdrawal strategies that don't require you to use 4% or any other initial safe withd...
The Rob Berger Show
In today's Five Question Friday (FQF), we cover five great questions and one tax calculator: 1. What is the Tax Triangle? (Traditional, Roth, and taxable accounts) 2. Is the Withdrawal Amount in FICalc the same as spending? 3. When should you sell an investment that's at a loss? 4. How far into the future should we plan? 5. When and how quickly should you change asset allocation as you near retirement? Tool: Retirement Tax-Friendly States: https://smartasset.com/retirement/ret... Resources...
