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RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable

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Manage episode 444685030 series 3437124
Indhold leveret af Rob Berger. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Rob Berger eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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...

  continue reading

178 episoder

Artwork
iconDel
 
Manage episode 444685030 series 3437124
Indhold leveret af Rob Berger. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Rob Berger eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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...

  continue reading

178 episoder

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