Download - Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

Transcript
Page 1: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

Safe Withdrawal Rates & Zero

Risk Portfolios

David John MarottaMarotta Wealth Management

www.eMarotta.com

Page 2: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

Getting Your RetirementBack on Track

Page 3: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spend

without risking running out of money?

Page 4: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

S&P 500 Index 20-years

How do I know how much I can spendwithout risking running out of money?

Page 5: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 6: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

Paid Work

Social Securit

y

Safe Spending

from Investme

nt Portfolio

Total Retirem

ent Income

Retirement Income Sources

How do I know how much I can spendwithout risking running out of money?

Page 7: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

Plan to 100 years old

How do I know how much I can spendwithout risking running out of money?

Page 8: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 9: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 10: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 11: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 12: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 13: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 14: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 15: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12
Page 16: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 17: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 18: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12
Page 19: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 20: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 21: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 22: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 23: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

Dream Money

Gift Money

Freedom MoneySafety Money

Survival Money

How much money do I need?

How do I know how much I can spendwithout risking running out of money?

Page 24: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 25: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

$2,000,000 65 yrs4.36%-$87,200

$1,912,800$2,065,824 8.00%

Page 26: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

$2,065,824 66 yrs4.43%-$91,516

$1,974,308$2,132,252 8.00%

+5.00%

Page 27: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 28: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

Getting Your RetirementBack on Track

Page 29: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do I know how much I can spendwithout risking running out of money?

Page 30: Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

Questions?For free premium

content, white papers, newsletters and more

subscribe at

MarottaOnMoney.com