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To: fuzzylogic
A 4% rule, giving you $60k/yr would require $1.5M. Do it right and it’d largely be tax free.

How so?

32 posted on 01/18/2026 9:07:01 AM PST by Labyrinthos
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To: Labyrinthos

Which part? The $60k/yr & $1.5M? or the “largely be tax free” part?

This is useful.

https://www.youtube.com/watch?v=11cY23h7ZY4&list=WL&index=204
https://www.youtube.com/watch?v=iP4DV4ZFYaM
https://www.thrivent.com/insights/taxes/taxes-in-retirement-a-comprehensive-guide

A lot can depend on tax planning before and during retirement.


50 posted on 01/18/2026 10:38:56 AM PST by fuzzylogic (welfare state = sharing of poor moral choices among everybody)
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