Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
Your Money, Your Wealth
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The Wroth Conversion and the Capital Gain Harvest
The four % rule is a good rule of thumb to determine how much money you probably should have at retirement. You don't want to do both and push yourself over into the 22 because it gets very expensive. Do you see older clients you work with having regrets about not spending more money over their retirement? How do you look at a withdrawa strategy differently for clients not wanting to leave significant inheritance instead of wanting to spend most of their money?
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