Thanks so much for coming to my presentation for the Principal Financial Group 2015 Retirement Income Academy!
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
March 2012 Newsletter - 20 Years of Safe Withdrawal Rate Research
Is a Reverse Mortgage Better Than Keeping a Traditional Amortizing Mortgage in Retirement?