Adjusting Withdrawal Rates for Taxes and Expenses

Pye, Gordon B.
April 2001
Journal of Financial Planning;Apr2001, Vol. 14 Issue 4, p126
Academic Journal
Examines the question of how much an individual needs to reduce a withdrawal rate before taxes and expenses to obtain the same sustainability of consumption provided after taxes and expenses. Significant factor in reducing pretax withdrawal rates for taxes; Effect of expenses on withdrawal rates; Determination of the tax rate applicable to a future withdrawal.


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