Dave Promises Big Bucks
- Author
- Don McDonald
- Published
- Wed 29 Nov 2023
- Episode Link
- None
Forget the 4% rule, Dave Ramsey wants you to believe that you can take an 8% annual income from an American Funds (or other broker-sold) portfolio. We explain why that is incredibly unlikely.
Then on to the questions:
What's the best allocation among funds in the Thrift savings Plan?
Should a REIT in a taxable account be sold and invested in something more tax-efficient?
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