We are excited to have the work of our co-founder Johnny Poulsen featured in Advisor Perspectives! He wrote a great article on “How the 4% Rule Undermines Advisors and Clients.”
“Income distribution is the most complex aspect of the retirement puzzle. The multiple variables that come with it require complex and dynamic planning, not rule-of-thumb thinking. For an advisor, this is one of the greatest ways to add value.”


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