For purposes of discussion, I am setting the required
lifetime of your retirement portfolio at 40 years.
Not exact matches
When it comes to
retirement planning, one
of the most important things you can do is to make sure you're creating a
portfolio that will provide you with
lifetime income.
Our clients benefit from the sum
of our team's talents in financial consulting,
portfolio management, and personal finance education over a
lifetime, from optimizing
retirement saving to creating a legacy for generations to come.
Portfolio Strategies A Pseudo-Life Annuity: Guaranteed Annual Income for 35 Years Investors can virtually guarantee a
lifetime stream
of income for their
retirement years by creating a ladder
of zero - coupon Treasury bonds.
At the start
of retirement when you potentially have $ 1 - 2M + in your
portfolio, a high expense ratio can cost you more than a million dollars over your
lifetime.
For many years, it has been assumed that retirees could withdraw 4 %
of their
retirement portfolio each year — even adding a cost -
of - living increase each year — and have confidence their
portfolio would survive their expected
lifetime.