Why 2 Retirees With the Same $1M Plan Ended $3M Apart

Stay Wealthy Retirement Show by Taylor Schulte, CFP®

May 21, 202623:40Business

Two retirees. Same $1 million portfolio. Same 60/40 allocation. Same 4% withdrawal rate. Same 30-year retirement. The only difference? One retired in 1973. The other retired in 1975. Fast forward 30 years: one finished w...

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