Withdrawal Strategies
Resources
You've done it! You did what you were supposed to do and saved for retirement over
the years. The time for retirement is fast approaching. There are a lot of questions,
not the least of which is, "Do I have enough?" and "Will my family and I be ok?" Put
your mind at ease. Regardless of the size of your nest egg this session will help
you crunch your numbers, determine a reasonable date for retirement, identify how
much you will have to live on during retirement,
and how to make your money last a little longer than you thought.
- Online Resources:
- Investor.gov https://www.investor.gov/introduction-investing/basics/investmentproducts/annuities
- Penn State https://hr.psu.edu/benefits/retirement/annuities-mutual-funds-comparison
- Baylor University
http://agrilifecdn.tamu.edu/financialplanning/files/2014/12/Reichenstein_Withdrawal_Strategies.pdf - Stanford University
http://longevity.stanford.edu/wpcontent/uploads/2017/11/Optimizing-Retirement-Income-Solutions-November-2017-SCL-Version.pdf - TIAA https://www.tiaa.org/public/offer/insights/preparing-forretirement/finances/withdrawal-strategies