‘Smart’ COLA: How It Impacts Retirement Income

Jul 1, 2021 / By Craig L. Israelsen, PhD
Print AAA
Add to My Archive
My Folder

My Notes
Save
Smart COLA is a cost-of-living-adjustment that takes into account the performance of the portfolio each year, rather than a COLA that always remains the same. Here we compare how the same portfolio fares under both withdrawal calculations.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.