Re: "Also, this 4% is pretax" This is not necessarily true. It could be all after-tax, or tax-free, or pre-tax- Or more likely a combination of all three.Also, the previous article in this series hits on the 4% rule, do maybe ybe this article should be come before that one?Just suggesting
It would be very useful if all articles had a published date, and a revised date, as updates are made. I can't tell if the data in this article is from last week or 10 yrs ago. Thx
Ok, so you are referring to the percentage of the benefit lost compared to before the loss.
So the loss of SS household income would range between 1/3 to 1/2. (If I did the math right, looking at the extreme cases) Correct?
RE: "If the disappearing benefit was larger than the spousal benefit, the hit would be even larger"Sorry but I do not understand this statement. The surviving spouse is entitled to receive the larger of the 2 benefits, upon the passing of the other spouse. Can you elaborate pls.Thx
Comments
Re: "Also, this 4% is pretax" This is not necessarily true. It could be all after-tax, or tax-free, or pre-tax- Or more likely a combination of all three. Also, the previous article in this series hits on the 4% rule, do maybe ybe this article should be come before that one? Just suggesting
Post: Four Percent Rule
Link to comment from January 7, 2026
The Savings section should touch on: after-tax, taxe-deferred, and tax-free.
Post: Retirement Income
Link to comment from January 7, 2026
It would be very useful if all articles had a published date, and a revised date, as updates are made. I can't tell if the data in this article is from last week or 10 yrs ago. Thx
Post: Life Expectancy
Link to comment from January 7, 2026
Ok, so you are referring to the percentage of the benefit lost compared to before the loss. So the loss of SS household income would range between 1/3 to 1/2. (If I did the math right, looking at the extreme cases) Correct?
Post: Unasked Questions
Link to comment from August 3, 2024
RE: "If the disappearing benefit was larger than the spousal benefit, the hit would be even larger" Sorry but I do not understand this statement. The surviving spouse is entitled to receive the larger of the 2 benefits, upon the passing of the other spouse. Can you elaborate pls. Thx
Post: Unasked Questions
Link to comment from August 3, 2024