TITLE

APPLIED PLANNING: Retirement Strategies Vary by Client Assets

AUTHOR(S)
King, Rebecca
PUB. DATE
December 2009
SOURCE
Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, Special section p8
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents a research study which examines the retirement strategies used by financial planners in the U.S. It discusses aspects of several retirement strategies which include the systematic withdrawals and the time-based segmentation approach. The study revealed that the common choice of strategy used by various planners were the systematic withdrawals. However, in terms of market volatility, none of the retirement strategies appear to perform better. It further concludes that retirement strategies used by financial planners will depend on the client's assets.
ACCESSION #
46794659

 

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