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Old 04-11-2015, 08:48 AM   #21
Full time employment: Posting here.
Join Date: Apr 2005
Location: Duesseldorf, Germany
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It might be helpful to publish the ppt in the OMY threads.
Waiting partners might use it with their own data to speed up the decision process of the OMY infected partners ;-)

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Old 04-11-2015, 09:06 AM   #22
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Join Date: Jun 2013
Posts: 466
I'm doing something similar. It's not just for DW; it also forces me to think about all of the issues that go into retirement planning and sort out and understand all the options, trade-offs, and risks.

Two slides are central to the presentation: First, a table that shows our sources of income over time and what year each of us can start drawing on them (e.g., tax-deferred accounts at age 59 1/2) or will definitely start drawing on them (e.g., social security at 70 and RMDs at 70 1/2). Second, our goals. The primary goal is to not go broke before we die, as opposed to something else like maximizing our net worth or leaving a bunch of money to heirs. You can't really go any further without having a clearly-stated goal, because without it, you can't really address any of the trade-offs, such as when to take SS.

After this, the slides get more specific, and cover things like withdrawal strategies, trade-offs, risks, taxes, whether or not to do Roth conversions, when to take SS, etc.

Finally, the specifics or our finances and some scenarios that test the various strategies outlined earlier, including things like FireCalc results. It is a work in progress, and will likely always be a work in progress, and very useful to educate ourselves and get us to think about all of the factors and trade-offs that go into retirement planning.

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