44 min

Flexible distributions 2021 update Sound Investing

    • Investing

This podcast is a must for anyone within 5 years of retirement as Paul discusses the annual update on the comparison of fixed and flexible distributions in retirement. The tables are intended help you determine how much you need to retire and how much you can take out without the risk of running out of money before running out of life. Paul illustrates key points using Tables 10, 45, 11, 46, 12, 47, 49a, 57a, 58a and 59a.

You may also find these two articles useful:

How much should you take out of your portfolio when you retire? (fixed distributions)

How do you know how much you can afford to withdraw from your retirement accounts? (flexible distributions)

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3.  If you found value in this podcast, here are five ways to support the podcast and our foundation:

1)     Leave a podcast review on your player of choice.
2)    Sign up for our biweekly newsletter at PaulMerriman.com
3)    Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time fee at no cost to you, which helps support our financial education projects.
4)    Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets.
5)  Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors.  Thank you!

This podcast is a must for anyone within 5 years of retirement as Paul discusses the annual update on the comparison of fixed and flexible distributions in retirement. The tables are intended help you determine how much you need to retire and how much you can take out without the risk of running out of money before running out of life. Paul illustrates key points using Tables 10, 45, 11, 46, 12, 47, 49a, 57a, 58a and 59a.

You may also find these two articles useful:

How much should you take out of your portfolio when you retire? (fixed distributions)

How do you know how much you can afford to withdraw from your retirement accounts? (flexible distributions)

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3.  If you found value in this podcast, here are five ways to support the podcast and our foundation:

1)     Leave a podcast review on your player of choice.
2)    Sign up for our biweekly newsletter at PaulMerriman.com
3)    Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time fee at no cost to you, which helps support our financial education projects.
4)    Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets.
5)  Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors.  Thank you!

44 min