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.
- How Variable Withdrawal and Annuitization Improve Retirement Outcomes from Joe Tomlinson
Other Money-Related Articles
- Before You Switch Funds, Consider Tax Implications from Allan Roth
- Retiring Early with a $0 Tax Bill from Jim Dahle
- Credit Card Benefits: Purchase Security vs Purchase Protection from Harry Sit
- What’s Happening with US Mortality Rates? from Anqi Chen, Alicia Munnell, and Geoffrey Sanzenbacher
- How Much Long-Term Care Do Adult Children Provide? from Gal Wettstein and Alice Zulkarnain
- Why the Equifax Breach Stings So Bad from Ron Lieber
- Help Navigating the College Debt Jungle from Kim Blanton
Thanks for reading!
Hi. I'm Mike Piper, the author of this blog. I'm a CPA and the author of several personal finance books. The point of this blog is to show that investing doesn't have to be complicated. 
