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Portfolios 310: How to Withdraw from Your Portfolio in Retirement

Introduction to How to Withdraw from Your Portfolio in Retirement Find Your Asset Mix and Time Horizon Determine How Confident You Want to Be Find Your Withdrawal Rate Estimating How Much of Your Portfolio You Can Spend Other Sources of Retirement Income--and Taxes Making Refinements to Your Portfolio Withdrawal Summary of How to Withdraw from Your Portfolio in Retirement
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Introduction to How to Withdraw from Your Portfolio in Retirement

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Withdrawing your hard-earned money in retirement is perhaps the most challenging part of retirement planning, as we will see here.

What you will learn

  • Find Your Asset Mix and Time Horizon
  • Determine How Confident You Want to Be
  • Find Your Withdrawal Rate
  • Estimating How Much of Your Portfolio You Can Spend
  • Other Sources of Retirement Income--and Taxes
  • Making Refinements to Your Portfolio Withdrawal

What do you know?

Take the quiz

Introduction to How to Withdraw from Your Portfolio in Retirement

Imagine you could draw your final breath at the same time you spent your last dollar. Okay, so maybe you don’t want to contemplate exhausting either one. But giving it some thought is a darn sight better than running out of money before you run out of time.

There are a host of factors involved in figuring out a safe rate for drawing down your nest egg and for calculating how much you can spend in retirement. This course and the accompanying worksheet will guide you through the process.