Sustainable Spending from Investments
Hosted by Wade Pfau, PhD, CFA, RICP – Founder of Retirement Researcher.
Many of us will rely on our investment portfolio for (at least part of) our income in retirement. And figuring out a sustainable spending level from that money is not easy. There are a lot of different approaches to determining a sustainable spending level from your investment portfolio, but there is always a level of uncertainty because of the underlying risk of the investments. Managing this interaction is key to being able to confidently and comfortably take distributions from your investment portfolio.
Full Access only $99
Workshop Instructor
In this workshop Wade will detail:
- How to understand the Sustainable Spending Rate Problem
- Whether the 4% Rule (and it’s variations) is a Useful Approach
- The impact of Sequence of Returns Risk – and four approaches to Managing it
- Whether Variable Spending Strategies make sense for your retirement
- How to use the PAY Rule Calculator to Choose a Spending Strategy that works for you
Full Access only $99
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