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TAKEAWAYS:
- There's no one "safe" portfolio withdrawal rate in a realistic retirement income plan despite the often cited "4% Rule."
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The problem with traditional retirement planning is that its analysis is static and does not allow for adjustment based on what’s actually
We’ve always found it odd that traditional retirement planning focuses on the probability of success or failure. The retirement planning industry has used this
A Roth conversion is the act of converting traditional IRA assets (or pre-tax 401k assets through a rollover IRA) to a Roth IRA. Any amount of IRA assets can be
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New clients came to me recently feeling very proud they could craft a retirement spending plan budget (see our Insight entitled "How to Create a Retirement
New clients came to me recently feeling very proud they could craft a retirement spending plan budget (see our Insight entitled "How to Create a Retirement