JPMorgan guide to retirement 2016

[Totoro]

Just came across this, covers alot of ground.

https://am.jpmorgan.com/blob-gim/1383280097558/83456/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.

 

[pb4uski]

Thanks for posting... a lot of good info in that document.

 

[Car-Guy]

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

 

[dallas27]

I think that is a fantastic summary of things to think about for retirement. Quick, short, but hits all the pillars.


Sent from my iPhone using Early Retirement Forum

 

[hnzw_rui]

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!