AND IMPACTS MANY OF THESE ARTICLES. they are correct at the time they are written. however, IT IS NOT POSSIBLE TO RE-WRITE EVERY SINGLE ARTICLE AS EACH LAW CHANGES. PLEASE MAKE SURE YOU RESEARCH THE LATEST RULES REGARDING YOUR INTENDED FINANCIAL DECISION. IT IS ALWAYS BEST TO CONSULT A PROFESSIONAL (CPA, CFP, ESTATE ATTORNEY, ETC.)
RETIREMENT IS TOO BIG AND TOO IMPORTANT TO SCREW UP
2024 Edition of The Barbell Strategy
Once again time to check in on our favorite fictional retiree and see how that TSP is holding up using real-time numbers.
If this is the first time you’ve seen this, please take your time and read it from the beginning. We have basically tracked a retiree’s TSP for the past 5 years using real numbers to see how it is holding up while he takes withdrawals. And the results get updated annually in this book.
For those of you that study this thing all the time, you can probably just skip to the 2024 update, showing the results of 2023 and what Jeff is going to do moving forward.
As always, this is not financial advice. I do not recommend this strategy. Or any other strategy. That’s for you and your financial advisor to decide together.
