Reddit reviews Conserving Client Portfolios During Retirement

We found 2 Reddit comments about Conserving Client Portfolios During Retirement. Here are the top ones, ranked by their Reddit score.

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2 Reddit comments about Conserving Client Portfolios During Retirement:

u/R_Shackleford · 171 pointsr/financialindependence

For those wondering: https://www.amazon.com/Conserving-Client-Portfolios-During-Retirement/dp/0975344838

u/poisonandtheremedy · 2 pointsr/financialindependence

William P. Bengen just did an AMA. Go check that out and then read his book. I'm reading it currently and just finished the chapter on longer-lived clients and their portfolio needs. He's got a SWR of 4.1% for a 45 year portfolio at 0% tax rate with 65% equity allocation. 4% for 50 years. With a 20% tax rate his numbers are 3.7% SWR for a 45 year portfolio with 85% equity allocation.

https://www.amazon.com/Conserving-Client-Portfolios-During-Retirement/dp/0975344838/ (I got it used for $12)