Sentences with phrase «withdrawal rates exceeding»

It is reasonable to plan for withdrawal rates exceeding 5.0 %.

Only when the withdrawal rate exceeds the High Risk Rate do we declare it to be UNSAFE.

Even if both Investments A and B do no better than meet the lower end of their growth ranges, the continuing withdrawal rate exceeds 4.1 %.

Using the minimal income stream objectives of the Morningstar Dividend Investor newsletter, the continuing withdrawal rate exceeded 5.4 % (plus inflation).

Do not be overly concerned that the continuing withdrawal rate exceeds the long term return of the stock market.

The 30 - year Safe Withdrawal Rate exceeds 4.0 % (plus inflation).

Not exact matches

It's an important distinction because state law allowed exception for such students last year, although the schools» withdrawal rate may not exceed 25 percent.

As a guideline, he suggests cutting back if you exceed the following current withdrawal rates: 5.6 % at age 65; 5.9 % at age 70; 6.25 % at age 75; and 7.5 % at age 80.

If you wish to make a lump sum withdrawal that exceeds the minimum amount it will be subject to withholding tax based on the same rates that are applicable to RRSP lump sum withdrawals.

His combined withdrawal rate at Year 50 exceeded 6.0 % of the initial balance (plus inflation) and it was growing.

In addition, continuing withdrawal rates can safely exceed 5 % of the original balance (plus inflation) by optimizing allocations.

MMDAs probably compete more directly with low - rate savings accounts and interest - paying checking accounts, except for all the strings attached: You can write a limited number of checks on the account and make a limited number of withdrawals; if you exceed the limit, you pay a penalty.

Exceeding a 5 % withdrawal rate that keeps up with inflation is straightforward.

At a minimum, ideally, you want to maintain your portfolio in real terms — this means your withdrawal rate can not exceed any actual / estimated portfolio return in excess of inflation.

Start your list with your most recent employment and go backwards from there.For further assistance, read these examples of bank teller work history sections.Bank Teller — NBAC Bank of New Jersey — Trenton, NJ — 4/2014 to Present • Exceed all sales goals, becoming top product and service seller for five consecutive quarters, and boosting monthly profits by 15 percent • Multi-task customer service interactions and processing and counting duties on a daily basis • Process deposits, withdrawals, and payments quickly and accurately • Assist customers with inquiries concerning financial specialists, specific services, and account informationBank Teller — Trenton First Bank — Trenton, NJ — 6/2010 to 4/2014 • Resolved account discrepancies and customer complaints in a professional and timely manner, resulting in a 15 percent increase in customer satisfaction ratings, the highest in branch history • Prepared daily branch reports concerning cash amounts and daily transaction for the branch manager • Tested and immediately reported counterfeit currency to the head manager in accordance with safety protocol and procedures • Helped customers open and close accounts, make payments, and deposit and withdraw money into their accounts on a daily basis