DiscoverAfford AnythingAsk Paula: Early Retirement and The Four Percent Rule
Ask Paula: Early Retirement and The Four Percent Rule

Ask Paula: Early Retirement and The Four Percent Rule

Update: 2019-07-082
Share

Description

#203: Many people in their 50’s or 60’s warn us about catastrophic or ‘black swan’ events. But what’s the likelihood that this will actually happen?

How can you use the 4 percent withdrawal rule for early retirement planning, given that your portfolio will be split among accounts with different tax treatments? How do you adjust your retirement plan for future taxes?

Should a couple in their 30’s switch from term life to whole life insurance?

Should a couple in their 50’s with adult children bother buying life insurance in the first place?

Is it okay to keep all your assets at one investment brokerage, like Vanguard or Fidelity?

And can you deduct rental losses if your income is over $150,000?

Former financial planner Joe Saul-Sehy and I answer these questions in today’s episode.

For more information, visit the show notes at https://affordanything.com/episode203

Comments 
loading
In Channel
ChooseFI Interview

ChooseFI Interview

2019-09-0901:21:50

Download from Google Play
Download from App Store
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Ask Paula: Early Retirement and The Four Percent Rule

Ask Paula: Early Retirement and The Four Percent Rule