Case Study: Retirement Income: Ten Year Rule or Dividends
Case Study: Retirement Income: Ten Year Rule or Dividends

Case Study: Retirement Income: Ten Year Rule or Dividends

🌹J E Y J E Y 🌹

16 min
Business & Finance
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<p> 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. </p><p>Read the Article: <a href='https://www.henssler.com/retirement-liquidity-bonds-or-dividends'>https://www.henssler.com/retirement-liquidity-bonds-or-dividends</a> </p>

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susan88

susan88

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