Dan Lefkovitz: In terms of your own work, Christine, you’re a big proponent of the Bucket approach to retirement planning. It might be good for you to explain briefly what that is.

You then calculate the size of your investment portfolio to meet the 4% rule over the next 30 years. In this case, it would be $63,440 divided by 0.04, which equals $1.59 million.

I knew this would be a challenge — I only started saving for retirement in my early 30s, but I still decided it was something I wanted to achieve so I could spend my later years living comfortably.

The Advicer I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that … ...

It’s a good idea in theory. But does it work in practice? It depends. Interest rates must cooperate Living on portfolio income alone is possible, says Dan Wilson, managing partner of Skyeburst ...

That's really most of what I worry about in managing the growth categories of my portfolio, leading to a lot of long-term holding and little trading. Much more work is required on the income side.

The smartest way to take retirement income from your portfolio depends on various factors, including your financial goals, risk tolerance, and the composition of your portfolio.

Innovation Awards: Innovation in Portfolio and Investment Strategy — Orion By Rachel Witkowski September 05, 2024, 11:00 a.m. EDT 2 Min Read ...