Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable

Описание: Does the 4% Rule apply in the same way to tax-deferred, tax-free, and taxable accounts? And how should one consider the different tax treatments of these accounts when coming up with a safe spending plan in retirement? I'll cover these questions in today's video.

Bengen's 1996 Paper: https://www.financialplanningassociat...
Bengen's 1997 Paper: https://www.financialplanningassociat...
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While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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