Dave Promises Big Bucks

Written By Don McDonald

Forget the 4% rule, Dave Ramsey wants you to believe that you can take an 8% annual income from an American Funds (or other broker-sold) portfolio. We explain why that is incredibly unlikely.

Then on to the questions:

  • What's the best allocation among funds in the Thrift savings Plan?

  • Should a REIT in a taxable account be sold and invested in something more tax-efficient?

Don McDonald
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