Sentences with phrase «withdrawal during a bear market»

What if you have a client who needs to make a significant withdrawal during a bear market early in retirement?

What if you have a client who needs to make a significant withdrawal during a bear market early in retirement?

Not exact matches

Here's an interesting question for investment professionals: Do you have a retiree with an equity heavy portfolio who has to make a withdrawal in a bear market during the early years of the client's retirement?

At the same time, someone saving during a bear market who is nowhere near reaching a traditional wealth accumulation goal may have given up saving or needlessly delayed their retirement, when it is precisely such individuals who could have enjoyed higher withdrawal rates and, therefore, less accumulated wealth.

But all the really bad disasters, the bear markets that sunk retirement dreams in my Safe Withdrawal Rate historical simulations, they all occurred during recessions.