SOUND INVESTING PODCAST

3/24/2021

https://anchor.fm/s/10bb8090/podcast/play/29827024/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2021-2-24%2Fc4207dc4-1dbc-4e3f-1f1a-814dc635ffee.mp3 Paul Merriman
Listen Now
Show Notes

About This Episode

Paul recommends you review several  Fine Tuning Tables including Table 3 using the S&P 500, Table 4a using the 10-fund Ultimate Buy & Hold Portfolio, 6a using the Worldwide 4-Fund Portfolio and Table 7a All-Worldwide-Value Portfolio.

These combinations of asset classes form the basis of the  Fixed Distribution Tables : Table 10 uses a 3% initial distribution with combination of the S&P 500/bonds, Table 11 uses a 4% initial distribution with the S&P 500/bonds, Table 12 uses a 5% initial distribution with the S&P 500/bonds and Table 13 uses a 6% initial distribution with the S&P 500/bonds. Table 15a uses a 4% initial distribution with the 10-fund Ultimate Buy and Hold Portfolio, Table 23a does the same using the Worldwide 4-Fund Portfolio and Table 27a does the same thing using a Worldwide All-Value Portfolio.

/fixed-distributions-in-retirement-2021