Bootcamp #6 Fixed Distributions 2024 Update
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- Опубликовано: 29 сен 2024
- The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.
1. What asset allocation between equities and fixed income?
2. What combination of equity asset classes in the equity portion, as well as fixed income asset classes?
3. What amount of distribution will be made annually?
4. Will the payments be monthly, quarterly or annually?
5. Will payments be adjusted for inflation and how often?
6. Will the distributions be based on a fixed distribution with regular adjustments for inflation (the topic in this presentation) or on a flexible basis (the topic of the next segment)?
In this video presentation Paul uses 11 Powerpoint slides to help compare a series of tables to address the questions above. It is recommended the viewer print out the PDF to make it easier to follow the numbers. irp.cdn-websit...
If you have questions about the presentation please leave comment or question in the comment section below or email paul@paulmerriman.com.
Hi Paul:
I am a 72 year old retired physician and manage our portfolio after trying 4 different money managers over the years. Now, with more time on my hands, I watch quite a few finance you tubes. I must say that your kindness, teaching skills and foundation mission are a huge boon to young and old alike as they work on or manage their financial freedom. The information you and your volunteers provide is powerful and first rate. Bravo to a job well done.
Thanks Paul to you and your crew for all your voluntary work to help us to have a better future! I've been listening to almost all of your podcasts. Keep up the amazing work!
Love your educational videos. I have never commented but I have been watching them for 4 years or more. My investment strategy follows your advice or suggestions using the 10 ETF’s or so. Keep it up!!
Great Job Paul! Keep up the great work with your team!
I like to flip these distribution results…if you think you can happily live on $50k today, in 55 years we will likely need $400k to keep the same purchasing power. 😮