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Creating a Retirement "Paycheck"

Since retiring in 2007, we typically have withdrawn funds monthly from our taxable accounts to pay for living expenses.   Last year, I decid...

Monday, June 30, 2025

My Sources of Retirement Income

Here are my approximate percentages of income sources for 2024.

60% Interest and Dividends
25% Social Security
20% Rental Income
0%  IRA/401K withdrawals

We have no pension.  

Having interest rates in the 4-5% range has been a great benefit.  My plan is for interest rates to continue in the 4-5% range until 2030.  If interest rates drop, we may need to make some IRA withdrawals or sell some stocks for a Long Term capital gains.

For more on Strategies and Plans, check back every Monday for a new segment.

This is not financial advice. Please consult a professional advisor.

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