Withdrawal Rules: Squeezing More From Your Retirement Portfolio

by Jonathan Guyton

Withdrawal Rules: Squeezing More From Your Retirement Portfolio Splash image

A critical question most retirees struggle to answer is: “How much income can I safely withdraw from my investment portfolio each year?”

The question is critical because an income variation of just a few hundred dollars each month can obviously have a big impact on your quality of life, affecting in particular your discretionary income available for travel, hobbies, and entertainment, not to mention activities with family and friends.

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The dilemma is this:

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