Asset allocation during withdrawal and the discussion and links in Bond tent - Bogleheads.org touch on this. What do you think of those references?This is a good project, but would humbly suggest the title specifies that this is focused mostly on tax.
I spent quite a bit of frustrating time trying to find research on the best order to liquidate asset classes (stocks v. bonds v. cash, etc.) for portfolio longevity. It was not easy since most searches usually bring up tax efficiency or withdrawal rates. This is obviously important, but not the only thing.
Maybe that's a discussion for another time, but I would have loved to have had a curated list of what research is out there. The best I found was McClung's overview of research in his book https://www.amazon.com/Living-Off-Your- ... C63&sr=1-1, but that was it--and it's no longer that recent.
Statistics: Posted by FiveK — Sun Jun 16, 2024 10:19 pm — Replies 175 — Views 17962