Episode Details

In this episode we answer emails from MyContactInfo and Chris.  We follow up on Episode 251 with a taxonomy of five withdrawal strategies described in an article from the CFA institute and discuss a "not really a withdrawal strategy" that is classified as a form of mental accounting and does not impact safe withdrawal rates (at least not in a positive manner).  We talk about how to classify annuities, bond ladders and portfolio-based withdrawal strategies.  And we thank Chris and our other charitable donors for their support.

Links:

CFA Institute Article:  Retirement Income: Six Strategies | CFA Institute Enterprising Investor

Money with Katie interview of Bill Bengen:  Does Early Retirement Still Work With 2023 Inflation? Featuring Bill Bengen | The Money with Katie Show

Allan Roth Article About His Bond Ladder:  The 4% Rule Just Became a Whole Lot Easier - Articles - Advisor Perspectives

Allan Roth Article Complaining About Morningstar Projections:  Challenging Morningstar’s Safe Withdrawal Rates - Articles - Advisor Perspectives

Father McKenna Center Donation Page:  Donate - Father McKenna Center

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