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VPW

Variable Percentage Withdrawal

A spending method that withdraws a percentage of the current portfolio each year, with the percentage rising as the remaining planning horizon shortens.

Because the amount is recalculated from the current balance, the portfolio cannot be exhausted before the horizon ends, but income varies with markets. RetIQ lets you set an inflation-adjusted minimum spending floor.

Sources

The current-year figures and the numbers from your own plan appear inside RetIQ. Open the app →

Related

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