Sentences with phrase «dynamic withdrawal rates»
There is an emerging class of services from tech - savvy investment managers that provide dynamic withdrawal rates using algorithms that look at market performance, balance and term of portfolio, all of which work together to ensure you won't run out of money.
https://www.cnbc.com/
When your portfolio swells, a dynamic withdrawal rate lets you spend more.
the dynamic withdrawal rate used has worked well for decades, albeit on a larger scale but is fairly simple.
Not exact matches
One of the most requested topics for our Safe Withdrawal Rate Series (see here to start at Part 1 of our series) has been how to optimally model a dynamic stock / bond allocation in retirement.
The Vanguard Group suggested «a more dynamic approach» that varies withdrawal rates with market performance.
Like markets, he says, withdrawal rates need to be dynamic to avoid undesirable ends of underspending or overspending.