I would try to manage my accounts my self, based on knowledge I got from reading recommended books and monitoring this forum.
What is the total in your 529 plans and the equity in your house? Three million in net worth might be around 2,500,000 in liquid investments for retirement. Four per cent as an annual withdrawal rate is $!00,000 which includes taxes. Is a spending budget decrease in your plans?
What is the total in your 529 plans and the equity in your house? Three million in net worth might be around 2,500,000 in liquid investments for retirement. Four per cent as an annual withdrawal rate is $!00,000 which includes taxes. Is a spending budget decrease in your plans?
Statistics: Posted by bltn — Tue Jan 14, 2025 2:49 pm