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Personal Investments • Investment Strategy when approaching Retirement.

With a 4% SWR and paying 1.6%, you are giving away 40%.
It’s critical in my opinion for the OP to understand this and to figure out how to articulate it to their spouse. 1.6% might seem small, but it is so huge that it is almost unimaginable how large the impact will be.

I am still working and there is no way I’d take a 40% pay cut. No way. 40%!!!

Statistics: Posted by Silverado — Fri Feb 23, 2024 3:51 pm — Replies 6 — Views 380



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