![]() ![]() (We suggest discussing a comprehensive retirement plan with an advisor, who can help you tailor your personalized withdrawal rate. You would increase the amount by inflation each year thereafter-or ideally, re-review your spending plan based on the performance of your portfolio. Note that the table shows what you'd withdraw from your portfolio this year only. The table below shows our calculations, to give you an estimate of a sustainable initial withdrawal rate. If you withdraw $40,000, and have $5,000 in taxes and fees at year-end, that's paid from the $40,000 withdrawn.Īfter you've answered the above questions, you have a few options. The rule guides how much to withdraw from your portfolio each year and assumes that taxes or fees, if any, are an expense that you pay out of the money withdrawn.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |