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Articles & Other
Resources
This is a
light easy-to-read article that provides some insight into the
challenges associated with managing money for income during retirement.
Hatching
Your Nest Egg
This article by Gail MarksJarvis, columnist
for the St. Paul Pioneer Press, describes the real-life experience of a
couple who used the Defined Withdrawals strategy.Sound
Retirement Plan Insulated This Couple
Greg Heiple's Teeter Totter Principle
is well worth a look. Check out the website and the associated
book.
One should
never assume that a plan can be created and then put on autopilot. The following article is an
in-depth analysis of how a retiree could have survived one of the worst
financial time periods in U.S. history using the Defined Withdrawals
strategy.
Navigating
an Investment Storm
The
Retirement Income Navigator™ is an
enormously flexible tool. With practice and creativity you can use it to solve a
wide range of problems and gain new insight into financial
decisions. Here is an article that demonstrates this flexibility.
How Much
Do You Need in a Roth IRA to Achieve All of Its Benefits?
Here are some answers
to Frequently Asked Questions about the Defined Withdrawals strategy
and the Retirement Income Navigator™ software: Frequently
Asked Questions
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