Capital Investment Advisors

The 4% Withdraw Rule, The Schumer/Sanders 70% Tax Bite, and Tons of Financial Planning Caller Questions – February 10, 2019

This episode of MM is chock full of calls relating to Roth IRAs, planning for grandchildren with special needs, finding the right annuity, multi-income stream planning with the TSP plan, and future nest egg planning. Wes also discusses a new government proposal pertaining to a wealth tax and the mechanics behind the 4% rule.

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