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JPMorgan guide to retirement 2016
Old 03-11-2016, 06:47 AM   #1
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JPMorgan guide to retirement 2016

Just came across this, covers alot of ground.

https://am.jpmorgan.com/blob-gim/138...456/JP-GTR.pdf

Ranges from demographics, sequence risk, tax rate changes, spending patterns to withdrawal rates, rules of thumb and charts down to SS age questions and differences between experienced inflation for elderly vs. everyone else.

Nothing new for the crowd here, a nice compendium nonetheless so I thought I'd post it anyway.
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Old 03-11-2016, 07:34 AM   #2
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Thanks for posting... a lot of good info in that document.
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Old 03-11-2016, 08:22 AM   #3
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I just took a quick scan but it looks interesting enough to review in some detail. Thanks for sharing.

The table on page 15 initially caught my eye (Retirement savings checkpoints). It's consistent with other checkpoints or rules of thumb that I've seen and used in the past. YMMV
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Old 03-11-2016, 08:53 AM   #4
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I think that is a fantastic summary of things to think about for retirement. Quick, short, but hits all the pillars.


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Old 03-11-2016, 09:29 AM   #5
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I think that is a fantastic summary of things to think about for retirement. Quick, short, but hits all the pillars.
Agreed. Thank you very much for sharing!
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