TITLE

The Four Percent Solution?

AUTHOR(S)
Lee, Shelley A.
PUB. DATE
April 2000
SOURCE
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p70
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article discusses the approaches that financial planners must take in advising clients on retirement matters. It is significant for planners to recognize and respond to the numerous emotional and psychological considerations of retirement in order to create an appropriate retirement distribution strategy for clients. It is important to ignore the rules of thumb in to craft a good distribution plan. Financial planners agree that three to five percent distribution rates make general financial sense.
ACCESSION #
3060577

 

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