EPISODE · Nov 30, 2021 · 23 MIN
Episode 132: Oh Mandy! Let's Talk About Taxes In Transition, Portfolio Analysis, Preferred Shares And Setting Withdrawal Rates!
from Risk Parity Radio · host Frank Vasquez
In this Barry-Barry-nice episode, we address an email from "Mandy" about her transition to retirement. We discuss minimizing the taxes with long-term capital gains rates, a proposed NTSX-based portfolio, preferred shares funds and how to think about setting your personal withdrawal rate in a flexible way that matches your actual expenses.Links: NTSX-Based Portfolio Analyses: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Article re Preferred Shares Funds: Preferred Stock ETFs: Taking A Closer Look At PFFD, PFFR, PSK | Seeking AlphaPFFV Fund Page: Variable Rate Preferred ETF (globalxetfs.com)Risk Parity Radio YouTube Channel: Risk Parity Radio - YouTubeSupport the show
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In this Barry-Barry-nice episode, we address an email from "Mandy" about her transition to retirement. We discuss minimizing the taxes with long-term capital gains rates, a proposed NTSX-based portfolio, preferred shares funds and how to think about setting your personal withdrawal rate in a flexible way that matches your actual expenses. Links: NTSX-Based Portfolio Analyses: Backtest Portfolio Asset Allocation (portfoliovisualizer.com) Article re Preferred Shares Funds:...
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Episode 132: Oh Mandy! Let's Talk About Taxes In Transition, Portfolio Analysis, Preferred Shares And Setting Withdrawal Rates!
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