Taking fixed distributions in retirement 2017 update


One of the most important decisions an investor will make is how much to take out of their investments in retirement. That, in conjunction with the right balance of equities and fixed income, can lead to smooth sailing or some rough seas during retirement.  In this podcast Paul compares using the S&P 500 equity asset class, a worldwide equity allocation and an all-value portfolio along with different percentages of fixed income.  One of the surprises from this new research is the huge difference in dollars can come from the same long-term return from the same balance of equities and fixed income. 

Listeners are encouraged to print out a series of tables to aid in the comparison. Go to this link and see Tables 1, 2, 3, 9, 46, 47, 48, 54, 55, 56, 57 and 63.