TITLE

Back to School: Past, Present, and Future

AUTHOR(S)
Guyton, Jonathan
PUB. DATE
October 2010
SOURCE
Journal of Financial Planning;Oct2010, Vol. 23 Issue 10, p38
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses a research on safe withdrawal rates in the U.S. It highlights on the economic crisis in 2008 and 2009 that allowed financial planners to use methodologies to rebalance fixed income holdings to fund client distributions. It notes that clients who were given rebalancing, distribution and replenishment policies by their planner are in a solid financial shape as they enter their retirement. It mentions that financial planners should focus on the purpose and structure of fixed income holdings of the retiree's portfolio to ensure them of financial stability.
ACCESSION #
54427735

 

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