Retire Right Radio · Running Out of Money in Retirement
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use protected growth accounts: take income from safe, non-loss accounts while leaving growth buckets untouched during market downturns
“Make sure that you're using the company account… If somebody is using their personal account, we don't know their security config, but also when they leave all of that information leaves with them”
“Let's say we earn 10%. Let's say inflation is 3%. If I only spend 7% of the return, I'll leave 3% to be reinvested... I've assumed a real return of 4.15% (3.5% income and 4% capital growth)”
“Put dividend investor where you don't have to pay taxes on those dividends every year over in those tax deferred tax-free growth accounts”
“The surge prompted the company to, quote, throttle growth by raising the minimum investment for some new accounts from $1 million to $10 million.”
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