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A comprehensive review of 22 different retirement income strategies reveals how different factors such as alpha, beta, rebalancing, bucket strategies, glide paths, and more can affect a client’s sustainable withdrawal rate and lifelong income.
Horsesmouth Essential: It’s a touchy subject, but walking clients through a life expectancy analysis is the best way to ensure they will have enough money to live their later years in comfort and ease.
How clients withdraw cash plays a major role in determining their tax bill in retirement. Do you start with RMDs and move on to taxable accounts or something else? Recent Vanguard research shows that efficient spending from a portfolio today can directly impact how much a retiree has to spend tomorrow.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024