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Investing Blog Roundup: Retirement Spending Strategies and Annuitization

This month we’ve discussed fixed retirement spending strategies as opposed to variable spending strategies, as well as the concept of using RMD tables to calculate retirement spending.

This week, financial planner/actuary Joe Tomlinson shared some of his recent research comparing the efficiency of those same three retirement spending strategies — as well as the impact of annuitizing part of the portfolio. The article is written for advisors, so it’s more technical reading than what you’d normally find here. But it’s directly applicable the things we’ve been discussing here lately.

Other Money-Related Articles

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