RTD Financial Advisors
Bates & Company
Compass Retirement Consulting Group, Inc.
Retirement Plan Consultants
Carpenter Morse Group
Hochheiser Deutsch & Co, Inc.
Plumbers Local Union No. 1 Benefit Funds
Trucker Huss, A Professional Corporation
ERISA Services, Inc.
Loren D. Stark Company
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|Keeping Your (or Your Client's) Safe Withdrawal Rate (SWR) Approach on Track|
Ken Steiner, FSA Retired
Dec. 11, 2015
"[T]he retiree can always smooth her spending either by smoothing the spending budget or by spending more or less than the spending budget determined using the Actuarial Approach without smoothing. The key advantage of the Actuarial Approach over an approach such as the Safe Withdrawal Approach is that you always know how much you can spend to keep your current assets in balance with your current liabilities (the present value of future spending budgets based on reasonable assumptions and desired spending goals)."
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