Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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How to be Certain You Won't Outlive Your Income
Asset Strategy Advisors June 22, 2015
"[P]ortfolios overly weighted in 'safe' investments are likely to exhaust their assets well before today's life expectancy.... [A] portfolio invested in 100% fixed or short term vehicles would be exhausted within 25 years base on a 5% draw down rate; whereas a portfolio with just 20% allocated in stocks would last another five years. A properly diversified portfolio of 50% stocks, 40% bonds and 10% in short term vehicles, would last indefinitely."
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