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Even without state taxes, the 2.52% APY in return returns underperforms the average inflation rate of 3.8% per year. This average rate is based on annual inflation rates from 1960 to 2023. Your ...
The Inflation Reduction Act of 2022 levies a 1% excise tax on corporate stock buybacks, beginning in 2023. It was added by senators in exchange for not eliminating the carried interest loophole.
It says if you withdraw 4% of your balanced portfolio (50% stocks, 50% bonds) in the first year, with subsequent amounts adjusted for inflation, your retirement savings should last you 30 years ...
For example, with 3% inflation, your second-year withdrawal would increase to $82,400. ... citing reduced return expectations for stocks, bonds, and cash due to higher equity valuations and lower ...
The bills have proposed a .025%–.5% tax on stocks, .025%–.1% tax on bonds and .005%–.02% on derivatives with the funds going to health, public services, debt reduction, infrastructure and job creation. The House of Representatives has introduced since 2009 ten different US FTT related bills and the Senate has introduced four.
The prospect of continued high inflation and sharply lower market returns of 5% or less means that the 4% withdrawal rule needs to be substituted for a rule that calls for withdrawing 2% to 3%.