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Asset Allocation and Income allocation are two totally different theories. Which answer best describes the difference between the two strategies?
“Safe” withdraw rates have changed over the years of 1994 to present day. What were the prescribed “safe” withdraw rates of 1994 and 2015?
Your Income Allocation class “pre-coarse reading” assignment was the book titled Income Allocation. This book mentions “breaking the rule” in chapter 3. What rule is being referenced and who broke it?
Which of the following best describes the “red zone” of your retirement income planning years?
Which of the following risks is most likely to drastically affect your retirement income plans if you experience it during your “retirement red- zone” period?
Your hypothetical case study in your Income Allocation workbook that illustrates sequence of returns risk and it’s cost difference in income distributions between Bill and Jill is?