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

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....

Om Podcasten

Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.