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Warning Labels Needed for Systematic Withdrawal Plans (SWPs)?
Ken Steiner, FSA Retired Link to more items from this source
Dec. 22, 2016
"SWPs assume that all non-recurring expenses in retirement, such as long-term care costs, bequest motives and unexpected expenses, will be funded through some other unspecified resources. SWPs aren't coordinated with income from other sources in retirement.... Even if income from other sources is relatively constant in real dollar terms over the retiree's lifetime planning period, adding the SWP amount to the income from other sources during a year may not produce a spending budget that is consistent with the retiree's spending objectives."

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