Downloadable Software
“Layer Cake” software toolkit:
I developed this 3-part software toolkit to assist financial advisors in computing first-year, preliminary withdrawal rates for their clients. It consists of an Excel Spreadsheet with the “Layer Cake”, a collection of Powerpoint slides to build the “layers” of the cake, and a “User’s Guide” in Microsoft Word. |
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Welcome to Bill Bengen’s Website
About The Site
Since 1993, I, Bill Bengen, a personal financial advisor in El Cajon, Ca, have conducted extensive research into “sustainable” withdrawals from retirement portfolios. This research is widely used in the financial planning profession.
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About Bill Bengen
William P. Bengen, CFP, M.S. is a sole practitioner based in El Cajon, CA. He is a fee-only personal financial advisor and member of NAPFA, the National Association of Personal Financial Advisors.
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Disclaimer
This website does not provide investment advice, nor does it constitute a solicitation to provide same. No guarantees or representations are made about the accuracy of any information appearing on this site. It provides general, conceptual advice which the visitor uses at his or her own risk. |
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