How to Manage Your Retirement Portfolio: Forget 4% Rule and Withdraw 10% Every Year in Retirement
14.5 هزار بار بازدید -
2 ماه پیش
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Retirement Withdrawal Strategies - Is
Retirement Withdrawal Strategies - Is it possible to achieve a secure retirement income without adhering strictly to the 4% rule? Through detailed analysis and mathematical proof, I reveal how guaranteed income options can offer a more reliable and higher income stream, allowing you to enjoy your retirement without the fear of running out of money.
00:00 Introduction and Context
00:38 The 8% Withdrawal Debate: Risk vs. Reward
01:44 Market Performance and Retirement Viability
03:32 Exploring Alternatives to the 4% Rule
05:27 Mathematically Proving Secure Retirement Income
06:59 The Role of Fixed Indexed Annuities in Retirement Planning
07:38 Understanding Yield on Original Capital in Retirement Planning
09:10 The Impact of Interest Rates on Retirement Income
11:47 The Importance of a Dynamic Retirement Plan
18:55 Annuities are a Supplement, not a Replacement
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Disclaimer:
Hypothetical outcomes do not reflect actual results and are not guarantees of future results. Any index references herein are unmanaged and cannot be directly invested into. Past performance is no indication of future results. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing or tax savings strategy will be successful. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.
Best Financial Advisory Firms 2024 criteria was based on Assets under Management over 12 months and 5 years, respectively, and recommendations from 25,000 individuals among financial advisors, clients, and industry experts. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency
2 ماه پیش
در تاریخ 1403/04/28 منتشر شده
است.
14,595
بـار بازدید شده