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Couple shy of retirement goals with $2.1 million portfolio

Family Finance: Amanda and Tom wonder how they can retire in three years on $150,000 a year before tax


  • Jan 02 2025
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Couple shy of retirement goals with $2.1 million portfolio
Couple shy of retirement goals with $2.1 million portfolio
Tom and Amanda, both 60, self-employed and semi-retired, plan to spend $115,000 to $120,000 a year after-tax in 2024 dollars to age 95-plus. Are they on track to generating enough income to meet their lifestyle goals? Their current annual spending is nearly $109,000, and their biggest expense is travel, something they love and plan to do as long as possible. Read More

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