Actual Income Path For Sustainable Withdrawal Strategies

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One important point that’s often lost in translation in the discussion about sustainable withdrawal rate is the actual income path that a retiree can expect. Afterall, what most retirees really care about is income they can draw from their portfolio, in £/$, as opposed to percentage terms. They will also like to have an idea how the income is likely to change over time.

In this video, we show how to illustrate real (inflation-adjusted) and nominal withdrawal from a portfolio under a wide range of inflationary environment. With this, we can help clients to visualise how their income is likely to change over time, depending on the withdrawal strategy adopted.

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