If you reduce your annual spending target to $65,000, you'll need a starting balance of about $2.7 million in a taxable investment account. To ensure the account's growth, Brian Fry, a certified financial planner at Safe Landing Financial, recommends an"aggressive" asset allocation of 80% stocks and 20% bonds. To arrive at these figures, Fry made assumptions about the retiree's investments and tax treatments, which are listed at the end of this post.
If you reduce your annual spending target to $65,000, you'll need a starting balance of about $2.7 million in a taxable investment account. To ensure the account's growth, Brian Fry, a certified financial planner at Safe Landing Financial, recommends an"aggressive" asset allocation of 80% stocks and 20% bonds. To arrive at these figures, Fry made assumptions about the retiree's investments and tax treatments, which are listed at the end of this post.
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