A $5.8 million portfolio supports retirement in either Belize or Bend, Oregon
A retired couple with $5.8 million must decide between living in Belize or Bend, Oregon.
The couple’s annual expenses would be $102,000 for a split lifestyle in Belize and the US, or $110,000 for full-time residence in Bend.
The 4% rule suggests $232,000 in sustainable yearly withdrawals from their portfolio, leaving room for either lifestyle.
Their decision will depend on how much income their portfolio needs to generate and the flexibility of each approach.