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1 Love Is Blind S8: Pods & Sober High Thoughts w/ Courtney Revolution & Meg 1:06:00
Safe Withdrawal Rate: EDU #2505
Manage episode 463769218 series 2424283
Jim, Chris, and Jake share their thoughts on a recent Morningstar study that lowers the industry-standard safe withdrawal rate to 3.7%. They review a MarketWatch article discussing the study, highlighting points of agreement and disagreement. Throughout the conversation, they explore their approach to retirement planning, including the Minimum Dignity Floor, See-Through Portfolio
, and Fun Number
concepts, comparing these to the safe withdrawal rate and Monte Carlo methods for determining retirement spending.
Show Notes:
Watch the video from Morningstar
The post Safe Withdrawal Rate: EDU #2505 appeared first on The Retirement and IRA Show.
385 ตอน
Manage episode 463769218 series 2424283
Jim, Chris, and Jake share their thoughts on a recent Morningstar study that lowers the industry-standard safe withdrawal rate to 3.7%. They review a MarketWatch article discussing the study, highlighting points of agreement and disagreement. Throughout the conversation, they explore their approach to retirement planning, including the Minimum Dignity Floor, See-Through Portfolio
, and Fun Number
concepts, comparing these to the safe withdrawal rate and Monte Carlo methods for determining retirement spending.
Show Notes:
Watch the video from Morningstar
The post Safe Withdrawal Rate: EDU #2505 appeared first on The Retirement and IRA Show.
385 ตอน
ทุกตอน
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1 Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507 1:11:49
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1 A Smart Approach to Retirement: EDU #2507 1:13:19
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1 Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506 1:10:15
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1 Social Security, QLACs, and ETFs: Q&A #2505 1:29:07
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1 Safe Withdrawal Rate: EDU #2505 1:28:54
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1 Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504 1:34:17
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1 Charitable Remainder Trusts Part 2: EDU #2504 1:28:34
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1 Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503 1:05:47
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1 Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502 1:21:51
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1 Retirement Planning Dialogue: EDU #2502 1:31:10
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1 Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501 1:32:54
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1 Developing Confidence With Retirement Spending: EDU #2501 1:16:21
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