RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable episode artwork

EPISODE · Oct 11, 2024 · 14 MIN

RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable

from The Rob Berger Show · host Rob Berger

Does the 4% Rule apply in the same way to tax-deferred, tax-free, and taxable accounts? And how should one consider the different tax treatments of these accounts when coming up with a safe spending plan in retirement? I'll cover these questions in today's video.Bengen's 1996 Paper: https://www.financialplanningassociat...Bengen's 1997 Paper: https://www.financialplanningassociat...New Retirement: https://go.robberger.com/new-retireme...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

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RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable

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