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I am 60 with $2 Million Dollars. What Does my Retirement Income Look Like?

I am 60 with $2 Million Dollars. What Does my Retirement Income Look Like?

by Ethan S. Braid, CFA | Feb 12, 2025 | Blog, Retirement Planning

Over the last 25 years one of the most common questions I have received from clients is, “how much can I spend and not run out of money?” In my experience, many investors don’t know what a sustainable spending strategy looks like. Today’s article will be focused on...
How Much Federal Tax Will You Pay on $150k of Retirement Income

How Much Federal Tax Will You Pay on $150k of Retirement Income

by Ethan S. Braid, CFA | May 24, 2024 | Blog, Tax Planning for Retirement

Today we’re going to look at how much federal tax you pay for $150,000 of retirement income. This is going to be a very helpful tax planning and retirement planning article. For those of you who are trying to get a handle on how much tax you are going to pay at...

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$2 Million Retirement (3) 4% Rule (8) Annuity (2) Asset Allocation (12) Bear Market (3) Beneficiaries (3) Cost Basis (2) Estate Plan (8) Fiduciary (5) Inheritance (6) Inverted yield curve (2) Probate (3) Recession (8) Retirement Income (14) Retirement Spending Rate (10) Social Security (2) Tax Planning (5) Trusts (8) Value Stocks (2)

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