TITLE

financial FOCUS

AUTHOR(S)
Jones, Daniel C.
PUB. DATE
May 2011
SOURCE
PN;May2011, Vol. 65 Issue 5, p28
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article offers the author's insight on how to handle withdrawal rates of a retirement plan. The author states that withdrawal rate is the annual percentage being extracted from a retirement portfolio. He mentions several factors to be considered before calculating withdrawal rates including asset allocation, projected inflation rate, and annual income targets. He relates that retirement portfolio must be structured carefully to ensure that it will provide an appropriate withdrawal rate. INSET: Untitled.
ACCESSION #
59967805

 

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