Agree with others that you could simplify this portfolio by using fewer funds.
Use this tool. https://tpawplanner.com/
You don't ask specifically about this, but I imagine you are wondering how much withdrawal your portfolio can support throughout retirement. It will very likely be higher than 10K/month if you retire at age 55. You might be able to support 10K/month now... depending upon how much social security you and your spouse will be receiving.7) My monthly expense is approx $10K/month. This includes $2500 mortgage. This does not include health insurance which is direct detected from my paycheck.
Use this tool. https://tpawplanner.com/
Statistics: Posted by dogagility — Sun Jun 09, 2024 5:35 am