Sentences with phrase «equity glidepaths during»

It does indeed seem that retiring at times with particularly low bond yields, which can be expected to increase over time, may not favor rising equity glidepaths during retirement.

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.

Not exact matches

The idea behind a glidepath is that if we start with a relatively low equity weight and then move up the equity allocation over time we effectively take our withdrawals mostly out of the bond portion of the portfolio during the first few years.

He considers declining equity, rising equity and static glidepaths with an annual withdrawal rate of 4 % (of the portfolio value at retirement) and annual rebalancing during a 30 - year retirement period.