The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.

What asset allocation between equities and fixed income?
What combination of equity asset classes in the equity portion, as well as fixed income asset classes?
What amount of distribution will be made annually?
Will the payments be monthly, quarterly or annually?
Will payments be adjusted for inflation and how often?
Will the distributions be based on a fixed distribution with regular adjustments for inflation (the topic in this presentation) or on a flexible basis (the topic of the next segment)?

In this podcast Paul uses 15 slides to address the questions above. It is recommended the viewer print out the ⁠PP presentation to make it easier to follow the numbers.

Many may find it is easier to follow the information on Paul’s video⁠ on the same topic.

If you have questions about the presentation please leave comment or question in the comment section of the video or email ⁠paul@paulmerriman.com⁠. For those sending an email please let us know the topic of the Boot Camp presentation.

Fixed Distributions 2025 Update 46:33 Share

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Fixed Distributions 2025 Update