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Help Your Money Last Longer in Retirement

by The Stewardship Solution

This week’s blog is via video using the link below:

 

https://goo.gl/qPZFrf

 

 

 

In it we talk about how to make retirement portfolios last longer by avoiding the sequence of return risk through the use of a standby reverse mortgage line of credit in down market years.

 

It’s based on solid academic research and I’m particularly excited about how it can help improve retirement outcomes.

 

Here is the link to the Journal of Financial Planning article that I referenced:

https://www.onefpa.org/journal/Pages/December-2013-Increasing-the-Sustainable-Withdrawal-Rate-Using-the-Standby-Reverse-Mortgage.aspx

 

Can’t see the details on the screencast?  You can view in “Full Screen” mode (shown below):

 

 

 

 

If you have questions on implementation, please contact me.

 

Filed Under: Retirement Planning Tagged With: Retirement Planning

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THE STEWARDSHIP SOLUTION IS AN INVESTMENT ADVISOR REGISTERED IN TENNESSEE.
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