Episode Details
Back to EpisodesEpisode 132: Oh Mandy! Let's Talk About Taxes In Transition, Portfolio Analysis, Preferred Shares And Setting Withdrawal Rates!
Season 2
Episode 132
Published 4 years, 1 month ago
Description
In this Barry-Barry-nice episode, we address an email from "Mandy" about her transition to retirement. We discuss minimizing the taxes with long-term capital gains rates, a proposed NTSX-based portfolio, preferred shares funds and how to think about setting your personal withdrawal rate in a flexible way that matches your actual expenses.
Links:
NTSX-Based Portfolio Analyses: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)
Article re Preferred Shares Funds: Preferred Stock ETFs: Taking A Closer Look At PFFD, PFFR, PSK | Seeking Alpha
PFFV Fund Page: Variable Rate Preferred ETF (globalxetfs.com)
Risk Parity Radio YouTube Channel: Risk Parity Radio - YouTube