
Episode 401
How to Mix Lifetime Income with Portfolio Growth
February 25, 202617m 12s
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Show Notes
“Hey Mike, I was told to put around 60% of my money into a life-time annuity and that would be basically the same as the 4% rule. Is that true?”
Discover a strategy that targets the income suggested by the 4% rule while leaving funds in the market to help offset future needs and inflation.
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Topics
retirementpersonal financeinvestinginsuranceannuitiesstock market