2 Vital Questions for Spending a Retirement Portfolio
Jan 14, 2016
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By Craig L. Israelsen, PhD
The mark of a “successful” retirement portfolio is its ability to last for 35+ years. Planning requires knowing how much money clients need in their portfolios at the start of retirement and how much they can safely withdraw each year. Fortunately, there are straightforward calculations that can help guide you and your clients in making the withdrawal decision.