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$3,800 a Month in a Taxable Account: What a $600,000 Income Book Kept After Federal Tax
OCTOBER 14, 2026

$3,800 a Month in a Taxable Account: What a $600,000 Income Book Kept After Federal Tax

This analysis highlights the importance of understanding tax implications for income portfolios held in taxable accounts, especially for retirees. A $600,000 portfolio comprising two option-income funds, two dividend-stock funds, and one municipal bond fund generated approximately $3,944 monthly, netting over $3,800 after...

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How Much Does a 62-Year-Old Need Invested to Collect $7,950 a Month for Life?
SEPTEMBER 29, 2026

How Much Does a 62-Year-Old Need Invested to Collect $7,950 a Month for Life?

Retiring at 62 with a monthly income of $7,950 requires careful planning, especially with Medicare and Social Security eligibility on the horizon. A well-structured portfolio, including SCHD, DGRO, JEPI, VICI, MAIN, and PFF, can generate the necessary $95,400 annually, necessitating around $1.9 million in capital. Key takeaway:...

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