Sentences with phrase «research on safe withdrawal rates»

Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.

Our old friend Ed Easterling has published a new book that takes on «the mostly silly [Old School] research on safe withdrawal rates,» according to John Mauldin, who posted an excerpt from the book at his site.

But with my early retirement around the corner and my research on Safe Withdrawal Rates and the menace of «Sequence Risk,» I have that nagging question on my mind: Are the -LSB-...]

But with my early retirement around the corner and my research on Safe Withdrawal Rates and the menace of «Sequence Risk,» I have that nagging question on my mind: Are the instances where an investor would be better off throwing in the towel and selling equities to hedge against Sequence Risk?

And if you like that one blog that does a lot of research on Safe Withdrawal Rates and publishes case studies for fellow FIRE enthusiasts and other fun personal finance content (wink, wink) please consider nominating it in one (or all?)

Not exact matches

The viewpoint is catching on with advisors and consumers, but retirement research is still largely focused on the notion that individuals need to find a safe withdrawal rate for their retirement and then use that as a barometer to compute a wealth accumulation target in order to fund their desired retirement spending.

His name first came into the spotlight in 2011 with a research paper entitled «Safe Savings Rate: A New Approach to Retirement Planning over the Life Cycle,» and much of his work is still centered on its main concept: That anyone who saves at their own «safe savings rate» will likely be able to achieve their retirement spending goals, regardless of their actual wealth accumulation and withdrawal rSafe Savings Rate: A New Approach to Retirement Planning over the Life Cycle,» and much of his work is still centered on its main concept: That anyone who saves at their own «safe savings rate» will likely be able to achieve their retirement spending goals, regardless of their actual wealth accumulation and withdrawal rRate: A New Approach to Retirement Planning over the Life Cycle,» and much of his work is still centered on its main concept: That anyone who saves at their own «safe savings rate» will likely be able to achieve their retirement spending goals, regardless of their actual wealth accumulation and withdrawal rsafe savings rate» will likely be able to achieve their retirement spending goals, regardless of their actual wealth accumulation and withdrawal rrate» will likely be able to achieve their retirement spending goals, regardless of their actual wealth accumulation and withdrawal raterate.

One of the most important lessons I learned from my Safe Withdrawal Rate research (jump to Part 1 of the series here) is that the safe withdrawal calculations are best performed on a one - by - one baSafe Withdrawal Rate research (jump to Part 1 of the series here) is that the safe withdrawal calculations are best performed on a one - by - Withdrawal Rate research (jump to Part 1 of the series here) is that the safe withdrawal calculations are best performed on a one - by - one basafe withdrawal calculations are best performed on a one - by - withdrawal calculations are best performed on a one - by - one basis.

David Blanchett, the Head of Retirement Research at Morningstar, recently published this study on the impact of guaranteed income on safe withdrawal rates from portfolios.

Most research into safe withdrawal rates has been based on traditional stock and bond portfolios, but Bengen is a staunch advocate of using annuities if finances start to get tight.

On the retirement side, research is mostly about finding a «safe withdrawal rate,» which is then used to compute a «wealth accumulation target» so that desired retirement spending can be funded from this wealth at the desired withdrawal rate.

My good friend Mike Piper has written an article («Investing Based on Market Valuation») at his Oblivious Investor blog exploring my finding that the Old School safe withdrawal rate studies get the numbers wildly wrong (promoted recently by my other good friend Todd Tresidder) and the research done by my other good friend Wade Pfau showing that Valuation - Informed Indexing has for the entire 140 years for which we have market data available to us provided far higher returns at greatly reduced risk.

The focus of this discussion was a research paper that Wade prepared on safe withdrawal rates.