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RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable
Manage episode 444685030 series 3437124
Does the 4% Rule apply in the same way to tax-deferred, tax-free, and taxable accounts? And how should one consider the different tax treatments of these accounts when coming up with a safe spending plan in retirement? I'll cover these questions in today's video.
Bengen's 1996 Paper: https://www.financialplanningassociat...
Bengen's 1997 Paper: https://www.financialplanningassociat...
New Retirement: https://go.robberger.com/new-retireme...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
168 odcinków
Manage episode 444685030 series 3437124
Does the 4% Rule apply in the same way to tax-deferred, tax-free, and taxable accounts? And how should one consider the different tax treatments of these accounts when coming up with a safe spending plan in retirement? I'll cover these questions in today's video.
Bengen's 1996 Paper: https://www.financialplanningassociat...
Bengen's 1997 Paper: https://www.financialplanningassociat...
New Retirement: https://go.robberger.com/new-retireme...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
168 odcinków
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