TITLE

Conserving Client Portfolios During Retirement, Part III

AUTHOR(S)
Bengen, William P.
PUB. DATE
December 1997
SOURCE
Journal of Financial Planning;Dec1997, Vol. 10 Issue 6, p84
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
1385

 

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