How much can you actually spend in retirement? In Episode 44 of the Retirement Power Hour, Joe Allaria, CFP®, breaks down six retirement spending questions every retiree needs to answer before locking in their income plan.
Joe covers:
What's a safe withdrawal rate, and does age change the answer?
Is the classic 4% rule still useful?
How to plan for one-off expenses like a new roof, HVAC, or vehicle
Why your spending should change year to year
How tax rates and IRMAA surcharges affect your real withdrawal rate
The single biggest risk to a retirement plan (and how a bucketed investment approach helps protect against it)
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Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss, and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, Ltd., a Registered Investment Advisory firm. The information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement. Learn more about CarsonAllaria Wealth Management at https://carsonallaria.com/
Invest Wiser & Retire Better!
