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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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Beyond the 4% Rule: How Much Can You Spend in Retirement?
Charles Schwab July 20, 2020 "While the 4% rule is a reasonable place to start, it doesn't fit every investor's situation. A few caveats: [1] It's a rigid rule.... [2] [It] applies to a hypothetical portfolio invested 50% in stocks and 50% in bonds.... [3] It uses historical market returns.... [4] It assumes a 30-year time horizon.... [5] It includes a very high level of confidence that your portfolio will last for a 30-year period." |
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