Actual Income Path For Sustainable Withdrawal Strategies

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.

Abraham is the Founder and CEO of Timelineapp. He has authored the Beyond the 4% rule book, written several industry papers and delivered many talks. He holds a master’s degree from Coventry University and an alphabet soup of designations, including the Investment Management Certificate, Chartered Financial Planner and Chartered Wealth Manager.


comments powered by Disqus

Sign up and get 30 days free

Schedule a Demo

Suggest a date and time