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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Contact Bill Bengen
Bill Bengen
(El Cajon, CA)
619-579-1444
bill@bengenfs.com
Note: because of limitations of time (I am a practicing financial planning professional), I may only be able to reply to communications from fellow professionals. Sorry!
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