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What's Your Retirement "Magic Number"?

  • Writer: Will Allen
    Will Allen
  • 2 days ago
  • 1 min read

Will Allen and Jonathan Brummel sit down for a conversation focused on some of the most important topics in retirement planning. First up: What's my retirement "magic number"? The short answer — it's the wrong question. We explain why your spending number matters far more than hitting a round figure like $1 million. Then a planning example: a couple with $2 million in an IRA, how Roth conversions can save six figures in taxes, how RMDs force money out whether you need it or not, and the "widow's tax" trap that catches a lot of retirees off guard. Plus recent client questions: the SpaceX IPO (why we say "buyer beware"), whether inflation is headed back to 1970s levels, and most importantly — who taught Will how to dance?


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