If an investor has retired with “more than enough” they may likely be able to use a Flexible Distribution Strategy rather than the Fixed Distribution Strategy on the previous page. These tables assume taking a percentage of the portfolio, rather than an inflation adjusted distribution. As you will see this suggests the ability to take out more without the likelihood of running out of money before running out of life.
Article
What is the best time to start retirement?
Podcasts
Flexible distributions 2023 update
Flexible Distribution Tables
Flexible Distribution Tables (50-50) – 2023
Flexible Distribution Tables (70-30) – 2023
Disclosures
Data Disclosure Notice – Funds (1970-Present)
Data Disclosure Notice – Indexes (1928-Present)
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