Lifetime inflation-protected income (up to age 100) from a mutual fund!
Advisors who set up recurring withdrawals at TD need to beware. With the transition to Schwab, those scheduled January withdrawals may take effect in December instead.
In Part 4, we get practical, demonstrating how discoveries from previous articles can be applied to a goals-based investment approach in retirement.
I’m excited to announce the publication on Advisor Perspectives of the first article in a five-part series entitled “Long-Horizon Investing”!
One of the most significant facets of “goals-based investing” is matching inflexible spending needs with secure income sources, most notably Social Security.
The headline rate on I-Bonds has fallen below T-Bills, CDs, etc. Round Table presents a Kenny Rogers-inspired framework for considering your I-Bond options now.
Let’s dig further into the facts and foibles of the 4% rule, as a launchpad for a broader discussion about retirement income.
We published earlier articles noting (1) the current bear market didn’t exist in monthly data and (2) the current yield curve inversion didn’t exist in TIPS data. Neither of those observations is still true.