Thanks so much for attending my presentations for the 2017 Annual Symposium for FPA Rochester!
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?
- The Salience of Financial Planning Fees - It's Not Just About How Much You Charge, But How You Charge
- Price Saliency, Value Saliency, and Getting Paid For Shadow Work