Author: Nathan Faber (Page 1 of 14)
Accounting for potential dynamic spending in retirement in the planning process can paint a better picture of retirement success and failure.
The perfect withdrawal rate in a retirement portfolio contains more risk than meets the eye. The order of returns is extremely important.
Trend equity is often assumed to be tax inefficient, but it may be tax beneficial by realizing capital gains that reduce the risk of rising tax rates.
Cash balance plans can accelerate retirement savings beyond 401ks and IRAs. But how they are invested depends heavily on the return guarantee and employees.
Harvesting the Bond Risk Premium
By Nathan Faber
On August 5, 2019