For example, if one owns $500K in index funds ans $500K in a handful of “lucky” individual stocks how would the drawdown be done upon retirement, assuming index funds will be a greater value 20 years from now, who knows where stocks will be at. It’s common to draw 4% from the index fund and it continues to grow but how do you tap into individual stock? Which goes first or both at the same time??
Hey @Vestafia!
I’ll cover this in tonight’s office hours (8/4/2021) with the recording available afterwards on the course site!
If you’re not signed up for office hours, you can sign up here.