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See in 3-D how an account starting with a million dollars would have fared over rolling 25-year periods from 1926 to present—as well as annual withdrawal fluctuation over those years. Plus a comparison of the best 25-year period and the worst 25-year period for investors.
Most people saving for retirement have wondered whether they will outlive their money. How they withdraw from accounts will strongly affect their answer. This analysis looks at the impact of three common withdrawal styles on the survival of the same portfolio for 25 years.
Asset allocation funds are attractive to retirees who need to protect money as they begin withdrawing from their retirement funds. But a look at historic performance gives a warning on how to strategically implement these unusual funds.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024