Key Variables in Your Retirement Withdrawal Plan
Withdrawal percentage, success rate, asset allocation, and time horizon are important levers in formulating your retirement drawdown plan, says Vanguard's Colleen Jaconetti.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. I recently visited Vanguard where I sat down with Colleen Jaconetti, a senior investment analyst in the firm's Investment Strategy Group. We discussed some of the key swing factors involved in setting your portfolio withdrawal rate during retirement.
Colleen, thank you so much for being here.