The Only Withdrawal Plan You Will Ever Need

It seems like every other week we read here at Advisor Perspectives or elsewhere in the retirement planning media about the latest and greatest strategic withdrawal plan (SWP) to use to tap one’s savings in retirement. The new and improved strategy may be fixed, variable or a hybrid of the two. It may use a safe withdrawal rate. It may have guardrails, floors or ceilings. It may be a variation of the IRS required minimum distribution (RMD) rules. It may involve using the Excel payment (

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