AAII San Diego Chapter

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Slides for “5 Must-Knows About Retirement Spending” by Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar, Inc. 

05-15-2023 17:35

The presentation explained 5 things to know in managing one’s withdrawal rate after retiring. There was an explanation of how bucket investing can help with the asset allocation for a balanced portfolio and a slide that illustrated why a balanced portfolio offers the highest safe withdrawal rate. She addressed issues with stock market volatility, inflation, and variation in interest rates.

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