Episode Details

Episode 261: Capital Gains Taxes, Reducing Personal Inflation With Housing, And The Inherent Mental Accounting Of Bucket Strategies

Season 3 Episode 261 Published 2 years, 7 months ago

In this episode we answer emails from MyContactInfo, Mark, Kasey and Eric. We discuss a Kitces article about managing capital gains tax brackets, some of Mark's favorite episodes -- 208 on ideas for beginning investors and 209 about common safe-withdrawal-rate hysterias, Big ERNs' blog post on personal inflation rates and my response on his site, and the problems of substituting mental accounting about buckets and other things with actual strategies.

Links:

Michael Kitces Article: The Tax Impact Of The Long-Term Capital Gains Bump Zone (kitces.com)

Early Retirement Now Blog Post: Accounting for Homeownership in (Early) Retirement– SWR Series Part 57 – Early Retirement Now

2022 Morningstar Report on Withdrawal Strategies: Six Retirement Withdrawal Strategies that Stretch Savings | Morningstar

Earn & Invest Interview of Christine Benz about the Morningstar Report: Are Safe Withdrawal Debates Ridiculous — Earn & Invest (earnandinvest.com)

Ben Carlson Post on the inherent Mental Accounting of Bucket Strategies: The Mental Accounting of Asset Allocation - A Wealth of Common Sense