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Crafting a Withdrawal Policy Statement for Retirement Income Distributions
Michael Kitces in Nerd's Eye View Link to more items from this source
Feb. 26, 2014
"Similar to an Investment Policy Statement, the goal [of a 'Withdrawal Policy Statement'] is to articulate a series of parameters and guidelines about how retirement withdrawals will be funded from the portfolio, to clarify how to respond when a market calamity strikes and determine, in advance, what steps will be taken to keep the plan on track.... [We] might all say we have a plan to deal with a market decline, but is it really a plan if the guidance about how to fund withdrawals in the midst of market volatility hasn't been written out in advance?"

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