Guides, strategies, and analysis for retirement planning professionals
Because of the complexity of retirement income plans and Federal and state tax codes, “tax-smart” distribution planning can be wickedly...
Research on “sustainable withdrawal rates” might lead us to believe that the historical periods that supported low withdrawal rates were...
Advisors often help clients find and accept approaches to their investments that balance financial goals and risk tolerance. This process...
Research into dynamic retirement income planning has often focused on setting “guardrails” based on portfolio withdrawal rates. However, client scenarios...
Over the last decades, dynamic income planning with withdrawal rate guardrails has become more and more common. Unfortunately, this approach to retirement income...
Retirement income planning is one of the nastiest, hardest problems we face in financial planning, according to Bill Sharpe. Income...
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