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Tag Archive: ROI in retirement income planning

What’s Your “ROI”?

What’s Your “ROI”?

Written By: Allen Trimble | Secure Money Solutions Recently I met with a client for his bi-annual review to discuss his portfolio, more specifically his retirement income plan. He wants to retire in three years, and he asked me what “ROI” he needed in retirement to maintain his desired standard of living? As many of you may have done, he had done some research and come across the “4% Rule” which has been the bedrock of retirement income planning for most brokers and advisors for...

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