“You can set up a TRIS with 300,000... then roll back your existing one... accounts got 600,000 and then you start a new one with 600,000”
Martin McGrath · Retire Right · 441 Transition to retirement, death tax, recontribution strategy, sell house to travel + more
Play from 5:29
5:29
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
set up a TRIS with 10% withdrawal, then roll it back to accumulation and combine with an inheritance to create a larger TRIS
10% withdrawal, example balances 300,000 then 600,000
Said nearby on the same subject
“What we tried to do is, you know, using large language models and AI, we tried to really ground probability of success in an empiric data set, where we use Bayesian statistics.”