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Summary of How to Withdraw from Your Portfolio in Retirement

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Summary of How to Withdraw from Your Portfolio in Retirement

Withdrawing from your portfolio is the fun part—the part you waited for all these years. Vacation, here we come!

It’s also the part that’s fraught with the most anxiety because you don’t know what the future will do with your savings and investments. That’s why there’s so much math devoted to it. It’s even covered in professional industry journals.

Plan early, save a lot, invest, budget, and do the math. Then, once you’re retired and having fun, continue to keep an eye on your portfolio. That may keep it from drying up early.

What you have learned

  1. Find Your Asset Mix and Time Horizon
  2. Determine How Confident You Want to Be
  3. Find Your Withdrawal Rate
  4. Estimating How Much of Your Portfolio You Can Spend
  5. Other Sources of Retirement Income--and Taxes
  6. Making Refinements to Your Portfolio Withdrawal

Find out what you have learned