The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Retirement, college, and Obamanomics Date:  12/31/2012  7:16 PM
Author:  intercst Number:  71154 of 81338

Dwdonhoff writes,

As a broad-brush, the annual average of all charges inclusive, will be around 150 basis points by the 15th year, and under 100 basis points by the 20th year. That's assuming a tax-free growth & distribution account that is matching 100% to 140% of the annual upside of a single or blend of indexes.


Good Lord. That's more than I'm drawing annually from my portfolio in retirement.

I guess you could say I'm living comfortably on the money I'm not paying to an insurance company or "leverage planner" in fees, expenses and costs.

Copyright 1996-2016 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us