Designed to Go the Distance: Portfolio Withdrawal Rates for “Times Like These”
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Like pacing for a marathon, withdrawing funds from an investment portfolio during retirement is a balancing act. Withdraw too much and you risk running out…
Eric Yan
Advisor
One of Eric’s favorite things about his work is seeing clients make smart financial decisions and living their lives to the fullest. When he’s not analyzing data and working on financial plans, you can find Eric running ultramarathons. His longest distance to date is just over 120 miles.