If an investor is planning for, or in retirement, this page of information will help them decide on the right combination of equity and fixed income, as well as the starting percentage distribution. These tables assume future distributions will be increased with inflation. These tables are likely most useful to investors who have retired with “enough” but not much more. For those who retire with more than enough the next page on Flexible Distributions will likely be more applicable.
Article
You don’t have to be rich to retire well — here’s how you do it
Podcast
Fixed distributions 2023
Video
Tables
Fixed Distribution Tables (50-50) – 2023
Fixed (End of Year) Distributions: S&P 500 Equity Portfolio – Conservative ($40,000/yr)
Disclosures
Data Disclosure Notice – Funds (1970-Present)
Data Disclosure Notice – Indexes (1928-Present)
The Merriman Financial Education Foundation is a registered 501(c)(3) organization founded in 2012.
All donations are used to support our work. Deductions are permissible to the extent of the law.
Contact us at info@paulmerriman.com
All information on this site is provided free of charge (with the exception of books for sale) and is funded in full by The Merriman Financial Education Foundation.
Anyone wishing to use this educational information in web-based or printed materials are welcome to do so with the following attribution and link:
“This information freely provided courtesy of PaulMerriman.com.” We would also appreciate a copy and link of where it has been published via email.
All Rights Reserved