The perfect withdrawal amount: a methodology for creating retirement account distribution strategies

Authors :: Suarez, E. Dante
Suarez, Antonio
Walz, Daniel T.
Source :: Financial Services Review. December 22, 2015, p331, 27 p.
Publication Year :: 2015
Abstract: Abstract We present a new way to develop withdrawal strategies from retirement portfolios. It is derived analytically, instead of from empirical testing, and it iterates always in the same manner. [...]

Subjects :: Distribution channels -- Methods -- Analysis
Retirement benefits -- Evaluation -- Analysis
Retirement -- Evaluation
Direct market channel
Retail/reseller channel
Business, general

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