This week on The Lifetime Income Series, Jim and Cathlyn focus on “spending down the nest egg” and utilize two excellent articles in Barron’s to illustrate the issue; “Revisiting the 4% Rule” by Reshma Kapadia and “Thinking Long Term” by Amy Feldman. The first article looks at the traditional 4% nest egg withdrawal rate and considers other options. The second article focuses on the realities and funding options for Long Term Care insurance. The guest this week is Mark Farrin, Vice President at Innovative Pension Strategy & Design who will discuss year-end tax planning for small business pensions.
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