Conserving Client Portfolios During Retirement, Part III

Bengen, William P.
December 1997
Journal of Financial Planning;Dec1997, Vol. 10 Issue 6, p84
Academic Journal
Part III. Presents findings in the author's ongoing research into asset allocation and withdrawal rates during retirement. Analysis of quarterly retirement; Inclusion of small-cap stocks in the asset mix; Withdrawal rate for tax-deferred portfolios; Inclusion of Treasury bills in the asset mix; Post-market crash planning; Conclusions about different retirement scenarios.


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