Download "Spending from Investment Portfolios"

This set of posts covers highlights about retirement spending from an investment portfolio. It’s the domain of the “4% rule” and the first post discusses the origins for that retirement income strategy. Other topics include issues about why 4% is too simplistic, how advisors can add value for their clients, the impact of low interest rates on retirement spending, and other related topics.

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  1. […] Click here to download Wade’s ebook on retirement income strategies. […]



  2. […] Click here to download Wade’s ebook on retirement income strategies. […]