Sentences with phrase «equity glidepath in»

-LSB-...] see, a lot of my safe withdrawal rate simulations assume either constant equity weights (e.g. 80/20) or a rising equity glidepath in early retirement -LSB-...]

With a 4 % withdrawal rate, he finds that declining equity glidepaths in retirement support higher probabilities of success than fixed equity glidepaths, which in turn supports higher probabilities of success than rising equity glidepaths.

Not exact matches

This will put us in a great position to accelerate our glidepath strategy and load up on equities when they're dirt cheap.

Notably, a strategy that builds up extra bonds in the years leading up to retirement is what many target date funds already do, with an «equity glidepath» that gets incrementally more conservative each year before retirement anyway.

Both the February and March 2015 issues of the Journal of Financial Planning include articles which address and extend the work on rising equity glidepaths during retirement, which Michael Kitces and I published in the January 2014 issue.

Meanwhile, David looks at the lower interest rate component without specifically considering the high stock market valuation component (his capital market expectations are described in Appendix 1, and his stock returns are not related to past stock returns), and he concludes that declining equity glidepaths are best.