- Assets : 5.2M. 60% taxable, 40% IRA/401K.
Portfolio : 80% VTI, 18% BND, 2% cash
Expense : 190K per year including taxes, healthcare etc.,
Social security : 24K in 10 years (not counting spousal social security)
Current Age : 52; plan till 92 years (40 years); like average or slightly below average mortality table.
Spouse : 50 years, also plan till 92 years. (42 years)
Kids 529 funded for UG separately; paid house
Statistics: Posted by vk22 — Tue Oct 22, 2024 8:23 pm — Replies 6 — Views 695