They’re Retiring With $850K—But The Numbers Lied. Here's Why | Rise in Retirement Ep. 45

Rise in Retirement by W.A. Smith Financial Group

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Rick and Laura are 65 and 62 with $850,000 saved—and their plan seems solid. But after taxes, their 5.1% withdrawal rate jumps closer to 6%. Can their strategy hold up, or is it time to rethink where the money comes from?

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