Bogleheads® on Investing Podcast 054: Christine Benz - taxes and safe withdrawal rates in retirement
Channel: Bogleheads
Date: 2023-02-01

Christine Benz, CFP® (https://www.morningstar.com/authors/30/christine-benz), is Morningstar's Director of Personal Finance and the co-host of The Long View Podcast. We discuss 2022 taxes and how SECURE Act 2.0 will affect 2023 taxes and beyond. We also dive into a safe withdrawal rate during retirement and discuss how changing market valuations, inflation expectations, and the "spending smile" during retirement affects the amount you can reasonably withdraw.

Hosted by Rick Ferri, CFA (https://rickferri.com/), a long-time Boglehead and investment adviser. Recorded on January 29, 2023.

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