Expanding the framework of safe withdrawal rates | PFP learning library archived webcast
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Expanding the framework of safe withdrawal rates | PFP learning library archived webcast

2 years ago · 1 hour 48 min watch

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Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied. In this session, we will explore the evolution of safe withdrawal rate research, from its starting point with Bengen almost 20 years ago, to the subsequent breadth of additional research on the impact of factors like expenses, taxation, varying time horizons, greater diversification, spending flexibility,

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