Monthly Archives: February 2023

How much money does it take for a $54,000 annual retirement income for a married couple of 64-year-olds who want to retire in one year in retirement based on the 4% rule? Well, that’s easy math. Simply divide $54,000 by .04 and you come up with $1,350,000. As a reminder, the “4% Rule” says that you can take 4% of an investment amount and that would be your starting income which hopefully will last 30 years, growing by inflation each … Continue reading