16th February 2016
FinalytiQ: Why A Withdrawal Policy Statement Is Vital In Retirement Planning
Avoiding pound cost ravaging in a retirement portfolio is a bit like running an egg-and-spoon race. It’s a big balancing act. With the markets constant throwing tantrums like a toddler deprived of her toys, it can be quite challenging for clients stay on track, especially as they are making withdrawals from their portfolios at the same time.
Managing a retirement portfolio involves making several decisions in relation to the withdrawal, such as what proportion of portfolio (if any) to keep as cash buffer, in what order to liquidate asset classes and tax wrappers, when to alter withdrawal amount … More →
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