Thanks so much for coming to my presentation for the Ameriprise 2016 meeting in Boca Raton, FL!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- The Impact of Taxes on the Safe Withdrawal Rate
- The Impact of Investment Costs on Safe Withdrawal Rates
- Adjusting Safe Withdrawal Rates to the Retiree's Time Horizon
- Valuation-Based Tactical Asset Allocation in Retirement and the Impact of Market Valuation on Declining and Rising Equity Glidepaths
- March 2012 Newsletter - 20 Years of Safe Withdrawal Rate Research
- Is a Reverse Mortgage Better Than Keeping a Traditional Amortizing Mortgage in Retirement?
