The Retirement Clinic-3-11-23 – The 4% Rule and Your Portfolio

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Jeff Kowal and John White discuss how volatile market conditions can impact the 4% rule for withdrawals in retirement, explain a new feature of 529 plans under the SECURE 2.0 Act legislation, and examine the characteristics of Special Needs Trusts.

Episode metadata supplied by the publisher feed · Published Mar 24, 2023

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The Retirement Clinic-3-11-23 – The 4% Rule and Your Portfolio

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