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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The Book:
“Conserving Client Portfolios During Retirement”
 The leading edge of the baby boomer wave will pass through age 60 this year. Retirement looms large for them and the 20-year generation that follows. Although many in the generation have saved to supplement their retirement, they will probably live longer in retirement than any previous generation, so they must grapple with questions about how to manage that money and make it last. The purpose of this book is to present the author's groundbreaking research into this topic, presenting new material as well as an update of the original research in a comprehensive, authoritative form.
Follow these links to purchase the book:
http://www.fpanet.org
http://www.amazon.com/
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