TITLE

A Caution to Fellow Planners

AUTHOR(S)
Evans, H. Parker
PUB. DATE
July 2006
SOURCE
Journal of Financial Planning;Jul2006, Vol. 19 Issue 7, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses research by Guyton and Klinger, which was published in the March 2006 issue of "Journal of Financial Planning." Guyton and Klinger analyzed withdrawals from retirement porfolios and strategies for maximizing the relative amount of withdrawals. The author refers to Table 6 and provides an explanation for applied decision rules concerning the initial withdrawal rate in a 65-percent equity portfolio. Topics include using the capital preservation rule, considering spending reductions, and waiting for the bull market to make the prosperity rule effective.
ACCESSION #
22065585

 

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