Some of the best investing and personal finance articles from around the web.
The bulls’ worst recession fear: there won’t be one (Barron’s). Depending on how hard you squint, you can interpret the yield curve differently.
A retirement plan nightmare (Roger’s Planning). Big unexpected expenses happen to everyone, even people who write about retirement planning.
Above average or below? How good at investing are you? (The Evidence-Based Investor). On the importance of staying humble.
Securing lower taxes (Humble Dollar). Rethinking some common advice about when to take retirement account distributions.
SECURE Act 2.0: later RMDs, 529-to-Roth rollovers, and other tax planning opportunities (Kitces). A good recap of some of the most important provisions. See also, Secure Act 2.0 — here’s what you need to know (The White Coat Investor).
Searching for a safe withdrawal rate: the effect of sampling block size (Financial Independence Hub). How much to withdraw from a portfolio each year is a decision every retiree will face. Here’s yet another researcher’s attempt to answer that question.
Are you ready for the next emergency? Take these steps to prepare. (MarketWatch). It’s one thing to read about tornadoes, wildfires, and floods that happen somewhere else, but how prepared are you?
Give yourself a gift (Humble Dollar). A wonderful article about the joy of generosity.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.