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Old 03-08-2022, 01:51 PM   #327
RichieRich
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Join Date: Dec 2017
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Quote:
Originally Posted by CaptainYooh View Post
$4M tax-free savings (as in non-RRSP) will get you approximately $200,000 of annual income at 5% dividend which is on the high side, actually. If it is sheltered in RRSP, 50% of it will be taken by the Government in taxes. So, you will need to spend the principal to live bigger in your golden years (thus; reduce your dividend income while doing so). If you plan to live to 85 and leave nothing to anybody and spend all of it, that's averaging $200,000 per year after year 65. Not a small chunk of change by any means, but not a caviar-Ferrari-Four-Seasons-living lifestyle either. Now, devalue your $4M savings by rising inflation and that $200,000 per year will likely be closer to $100,000 in today's money power and quickly get you off that caviar train, unfortunately.

P.S. Don't get me wrong, $4M is still a LOT of money. You just need to see it in perspective.
On one of the previous pages I had a couple of links that would help you figure out if you have enough and input a number of options including inflation, rates of return, other income (CPP, etc), etc. one even allows you to manage your budget within a set percentage of some number (ie if markets are bad that year the program will replicate a spending reduction of x%.
For probably at least 95% (WAG on my part) of people we will never see $4MM as our net worth, never mind total invested.
$200k/yr in retirement, assuming house and cars and all debts are paid off, should be more than enough for a fairly lavish lifestyle IMO.
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