Case Study: Retirement Income: Ten Year Rule or Dividends
- Author
- Henssler Financial
- Published
- Tue 10 Aug 2021
- Episode Link
- None
Original Air Date: August 7, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple who are working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy.
Read the Article: https://www.henssler.com/retirement-liquidity-bonds-or-dividends
