BL wrote:If you are single it is a bit more straightforward. Providing for surviving spouse adds benefit as AFAIK that is not considered in the break-even point.
technovelist wrote:And we have yet another example of why one of the most important rules of investing is "never buy something you don't understand".
pkcrafter wrote:Stan, in the present interest rate environment and a 40 year timeline, a 4% initial withdrawal is above the safe withdrawal rate.
How much of your portfolio is in tax deferred accounts?