Determining Sustainable Spending from an Investment Portfolio in Retirement

Determining Sustainable Spending from an Investment Portfolio in Retirement

Determining the sustainable spending rate from a diversified investment portfolio in retirement requires making decisions about longevity and market returns. The final section in this chapter provides an opportunity to integrate this discussion in order to obtain a better sense about sustainable distributions from an investment portfolio in retirement. Rather than blindly applying something like…

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Determining Sustainable Spending from an Investment Portfolio in Retirement

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