Jake and his wife save between 90 thousand to a hundred thousand dollars per year on a combined salary of a hundred and 75 thousand. Jake has no debt, half a million dollars in index funds, an amazing savings rate. I'm just totally impressed by everything that he's achieved. Andy: Is there a good way to calculate a safe withdrawal rate for the taxable account?
#374: Andy in Palm Springs wants to create an income stream through a taxable brokerage account. What strategy should he use to minimize the tax impact of withdrawing his gains?
Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?
Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?
Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.
Enjoy!
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