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Wealth Professional | 04 Nov 2015, 09:00 AM Agree 0
A growing number of clients approaching retirement age may be tempted to dip into that nest egg early – but advisors must ensure that what is coming out doesn’t exceed what is going in
  • Kathy Waite Your Net Worth Manager | 04 Nov 2015, 12:12 PM Agree 0
    Google Moshe Milevsky (Canada) and Wade Pfau (USA) both CFA and PHD have been writing white papers on sequence of returns for years

    if your planning software has a Monte Carlo option use it! and watch the withdrawal rate its using.

    Never put anything required in 3 to 5 years near the market. You will never have a client close to retirement complain their interest rate is only inflation during a big correction
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