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Rethinking retirement planning: portfolio withdrawals and Social Security

Conventional wisdom as widely published in retirement articles suggests withdrawing 4% of your portfolio each year of retirement (adjusted for inflation) and choosing a Social Security start date after conducting a break-even analysis.  This MarketWatch article, however, suggests that this approach may be unduly conservative.  Read the full article here.

The AMAC Foundation offers a free-to-the-public advisory service to all folks ageing into–or already in–Social Security. This service provides guidance in understanding the complexities of Social Security and the myriad rules and regulations associated with the process for claiming benefits, with NSSA-Certified Social Security Advisors available via email or telephone to discuss options. Learn more about this service via the Foundation’s website.

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