this post was submitted on 18 Dec 2024
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What does it take in terms of assets, abilities, and/or income for you to consider them wealthy?

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[–] [email protected] 8 points 4 days ago (2 children)

$5 million of spare money. Not net total wealth but actually $5 million investable dollars.

At that point, I'd you stick that money in a very conservative and safe brokerage account allocation, 5% return per year is $250k. That is a higher salary than almost anyone needs, meaning you can live very comfortably without working. You can't buy a yacht but you can be "done" and so can your children and their children if they aren't stupid.

If you choose to work, then you can just reinvest that $250k and let compound interest do its thing and get richer. Lucky you.

[–] [email protected] 1 points 2 days ago (1 children)

If you can't afford a yacht on $250k/year (after tax) then you need help budgeting, or it's just not a priority. You might not be able to afford multiple houses AND a yacht, but a normal house and a yacht should be possible. Or your could replace the yacht with a couple lambos...

[–] [email protected] 1 points 2 days ago

Not really the point, but sure, whatever.

[–] [email protected] 3 points 3 days ago* (last edited 3 days ago)

With 5% you run a serious risk of running out of money. The general rule is 4% at retirement age, but younger than that with a longer time horizon is even less.

E.g you can look at this FIRE calculator (Financially Independent, Retired) which runs simulations against historical data. It's all inflation adjusted for the yearly withdrawal.

https://www.firecalc.com/

With $5,000,000 and a $250,000 withdrawal rate, you have a 53.2% chance of making it 45 years and not running out of money. 4% 200k is 79.8%, and 3.5% 175k gets you to 96.3%.

Take that same 5 mil though and do 4% for 25 years with a 65 year retirement age so money until 90, and it's a 98.4% chance.