OP, thanks for posting this. A lot of variables involved.
What happens if the expected tax rate is lower than you expect in 20-30 years? Perhaps you/I move out of CA. Perhaps tax rates are lower (inflation adjusted) in the future? Perhaps RMD age gets pushed to 80?
I’m asking cos these are things I’m thinking about. A few years younger with less nw, but could be in your position soon.
What happens if the expected tax rate is lower than you expect in 20-30 years? Perhaps you/I move out of CA. Perhaps tax rates are lower (inflation adjusted) in the future? Perhaps RMD age gets pushed to 80?
I’m asking cos these are things I’m thinking about. A few years younger with less nw, but could be in your position soon.
Statistics: Posted by Wannaretireearly — Tue Oct 22, 2024 11:41 pm