Paul Merriman / Uncategorized / fiduciary responsibility, history of investing, how much is luck a part of getting rich, Ken Roberts, Paul Merriman podcast, retirement distributions, Sound Investing /
Paul compares the fixed distribution strategy he discussed in the last podcast with the flexible distribution strategy. Generally, the flexible strategy is for investors who have saved more than they need to meet the minimum financial needs in retirement. The key points to consider are: How much have you have saved for retirement? What combination of equities and fixed income investments do you hold? How much will you take out of your investments in retirement? How you take more when you need it can make millions of dollars in difference between how much you have to spend and how much you have to leave to others.
In last week's Sound Investing podcast, Paul Merriman discussed fixed distributions for retirement funds. This podcast continues the important subject of retirement distributions, offering a variable, or flexible, distribution strategy. To fully grasp how this works, and how money flows with this strategy, please go to http://paulmerriman.com/
How To Maximize Distributions in Retirement
(Part I of 2)
Continuing in the series of "the most important decisions" investors need to make, this podcast helps you decide how to take distributions for retirement. How do you know when you have enough money to retire? What is your distribution strategy? How can you safely take money out of investments without outliving your money? To really enjoy retirement, you want peace of mind in knowing that you've chosen the right path to maximize and enjoy your lifestyle. This is the first of two podcasts about distributions. It focuses on a fixed distribution strategy for a person or couple retiring without a lot of extra money. Next week's podcast will offer a different way of taking money out of investments for those who've saved more than they need for retirement.
TIP: To get the most out of this podcast, please download and print out the Distribution Tables (http://paulmerriman.com/