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Retirement Distributions: All S&P 500 vs. 60/40 Portfolio
Paul Merriman continues our series on radical lifetime investment strategies—comparing an all-equity S&P 500 portfolio to a balanced 60% equity/40% bonds portfolio.
After two episodes focused on the accumulation phase, this third installment shifts to retirement distributions:
How much income could each portfolio provide?
How did they hold up during major market crashes?
What role did bonds play in protecting withdrawals during tough years?
Using 55 years of historical data (1970–2024) and key tables B1
Paul shows the real-world impact of these strategies when you’re living off your investments.
Listen now to see why adding bonds can be a lifesaver in retirement—even if you love the growth potential of stocks.
Published on 1 month, 3 weeks ago