Maximum withdrawal rates: An empirical and global perspective

J Estrada - The Journal of Retirement, 2018 - jor.pm-research.com
Standard analysis of retirement strategies involves evaluating their failure rate. One of the
shortcomings of this approach is that a strategy may have a low failure rate and at the same …

Can sustainable withdrawal rates be enhanced by trend following?

AD Clare, J Seaton, PN Smith… - International Journal of …, 2021 - Wiley Online Library
We examine the consequences of alternative popular investment strategies for the
decumulation of fundsinvested for retirement through a defined contribution pension …

Perfect Withdrawal in a Noisy World: Investing Lessons with and without Annuities while in Drawdown between 2000 and 2019

A Clare, J Seaton, PN Smith… - Available at SSRN …, 2020 - papers.ssrn.com
We show how the relatively new concept of Perfect Withdrawal Rate can be used in
assessing the appropriate sustainable withdrawal amounts from a pot of wealth. This can be …

An asset allocation debate

H Evensky, WW Jahnke, RJ Surz - The Journal of Investing, 2000 - pm-research.com
This article shows how the relatively new concept of Perfect Withdrawal Rate can be used in
assessing the appropriate sustainable withdrawal amounts from a pot of wealth. This …

[PDF][PDF] Decumulation, Sequencing risk and the Safe withdrawal rate: Why the 4% withdrawal rules leaves money on the table

A Clare, J Seaton, PN Smith, S Thomas - 2017 - york.ac.uk
We examine the consequences of alternative popular investment strategies for the
decumulation of funds invested for retirement through a defined contribution pension …