How clients can add $8,000 a year to their retirement income
Assume your clients are a 65-year-old married couple with a $500,000 retirement portfolio and a home valued at…
Assume your clients are a 65-year-old married couple with a $500,000 retirement portfolio and a home valued at $250,000. Using the 4% rule, they could safely withdraw $20,000 per year initially, increased by the rate of inflation each year, and have a reasonable chance of not running out of money ov
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