Sentences with phrase «adjust subsequent withdrawals»

Not exact matches

After crunching the numbers, he concluded: «Assuming a minimum requirement of 30 years of portfolio longevity, a first - year withdrawal of 4 %, followed by inflation - adjusted withdrawals in subsequent years, should be safe.»

For owners aged 70 - 75 at issue, EarningsMax is calculated at 25 % of contract earnings (earnings not to exceed a maximum of 100 % of premium payments, excluding subsequent premium less than 12 months old and adjusted for withdrawals).

For owners aged 70 — 75 at issue, EarningsMax is calculated at 25 % of contract earnings (earnings not to exceed a maximum of 100 % of premium payments, excluding subsequent premium less than 12 months old, and adjusted for withdrawals).

According to one widely cited maxim, you can safely pull out 4 percent of your investments in your first year of retirement and — adjusting withdrawals for inflation in subsequent years — with reasonable certainty that you won't outlive your investments.

The withdrawals in subsequent years are assumed to use the first year number as the base, adjusted for inflation.