The Pothole in Wealth Management – Good Logic vs. Bad Logic

From the Desk of Robert B. Ritter, Jr.
President & CEO, InsMark, Inc.

Matthew and Catherine Fox, ages 65 and 60, have a variety of liquid assets totaling a little over $5.3 million available to support their retirement income. Assume they want $200,000 a year in after tax retirement cash flow increasing by a 3.00% a year.

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So where’s the pothole?

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The Pothole in Wealth Management – Good Logic vs. Bad Logic

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