Bootcamp #7 Flexible -  Distributions 2024 Update
Channel: Paul Merriman
Date: 03/04/2024

In this presentation Paul discusses the differences between using a Fixed Distribution, discussed in the last video (LINK)  and a Flexible Distribution.  The bottom line is the Flexible strategy gives investors the ability to take out more money to live on and the likelihood of leaving more to heirs.

Paul uses a series of tables that represent the results using the S&P 500, as the equity portion of the portfolio, and the 2 U.S.Funds (50/50 S&P 500 and Small Cap Value Index). He starts by reviewing the basics of Fixed Distributions followed by the Flexible outcomes.
https://irp.cdn-website.com/6b78c197/files/uploaded/Flexible%20Distributions%202024%20update.pdf