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Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

How do you know if you have money to spend or if you're going to run out? Listen to this presentation for info on how much you can spend safely based upon your age.

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Safe Withdrawal Rates and Zero-Risk Portfolios 2012-12

  1. 1. Safe Withdrawal Rates& Zero Risk Portfolios David John Marotta Marotta Wealth Management www.eMarotta.com
  2. 2. Getting Your Retirement Back on Track
  3. 3. How do I know how much I can spendwithout risking running out of money?
  4. 4. How do I know how much I can spend without risking running out of money?S&P 500 Index 20-years
  5. 5. How do I know how much I can spendwithout risking running out of money?
  6. 6. How do I know how much I can spend without risking running out of money? Retirement Income Sources Safe Social Spending TotalPaid Work from Retirement Security Investment Income Portfolio
  7. 7. How do I know how much I can spendwithout risking running out of money?Plan to 100 years old
  8. 8. How do I know how much I can spendwithout risking running out of money?
  9. 9. How do I know how much I can spendwithout risking running out of money?
  10. 10. How do I know how much I can spendwithout risking running out of money?
  11. 11. How do I know how much I can spendwithout risking running out of money?
  12. 12. How do I know how much I can spendwithout risking running out of money?
  13. 13. How do I know how much I can spendwithout risking running out of money?
  14. 14. How do I know how much I can spendwithout risking running out of money?
  15. 15. How do I know how much I can spendwithout risking running out of money?
  16. 16. How do I know how much I can spendwithout risking running out of money?
  17. 17. How do I know how much I can spendwithout risking running out of money?
  18. 18. How do I know how much I can spendwithout risking running out of money?
  19. 19. How do I know how much I can spendwithout risking running out of money?
  20. 20. How do I know how much I can spendwithout risking running out of money?
  21. 21. How do I know how much I can spend without risking running out of money?How much money do I need? Dream Money Gift Money Freedom Money Safety Money Survival Money
  22. 22. How do I know how much I can spendwithout risking running out of money?
  23. 23. How do I know how much I can spend without risking running out of money?$2,000,000 65 yrs -$87,200 4.36%$1,912,800$2,065,824 8.00%
  24. 24. How do I know how much I can spend without risking running out of money?$2,065,824 66 yrs -$91,516 4.43%$1,974,308 +5.00%$2,132,252 8.00%
  25. 25. How do I know how much I can spendwithout risking running out of money?
  26. 26. Getting Your Retirement Back on Track
  27. 27. How do I know how much I can spendwithout risking running out of money?
  28. 28. Questions? For free premium content,white papers, newsletters and more subscribe atMarottaOnMoney.com

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