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Unraveling Retirement Strategies: Floor-and-Upside
The Retirement Cafe 
Jan. 29, 2018
"The basic idea behind floor-and-upside is that a retiree devotes some of her retirement funding assets to building a lifetime stream of income and the remainder to an investment portfolio to provide liquidity and the possibility of increasing wealth over time.... [S]ince most Americans are eligible for Social Security retirement benefits, most Americans have a 'floor.' ... [I]magine that you are 85 and your upside portfolio balance just went to zero ... What is the least amount of income you could have remaining that would not make your life an economic misery?"
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