Christine Benz, CFP® ([ Ссылка ]), 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 ([ Ссылка ]), a long-time Boglehead and investment adviser. Recorded on January 29, 2023.
This podcast is supported by the John C. Bogle Center for Financial Literacy ([ Ссылка ]), a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation ([ Ссылка ]) to the Bogle Center is appreciated.
Transcripts are available on the Bogle Center website: [ Ссылка ]
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