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Wealth Management

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Globally Diversified Portfolio (1973-2022)

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After-tax wealth of partial roth conversions vs other retirement spending strategies

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How much American families have saved for retirement

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What age to buy an annuity? Implied longevity yield

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Does your state have an estate or inheritance tax?

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Top-Half funds in years 1-5 did not repeat in years 6-10

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Retirees' own spending is apt to be variable over the life cycle

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Assumptions: Fixed real withdrawal system, 90% success rate

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Highest and Lowest Starting Safe Withdrawal Rates, by Asset Allocation

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