financial FOCUS

Jones, Daniel C.
May 2011
PN;May2011, Vol. 65 Issue 5, p28
Trade Publication
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.


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