Uploaded March 2024 | Updated September 2026, 2 weeks ago
The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.
1. What asset allocation between equities and fixed income?
2. What combination of equity asset classes in the equity portion, as well as fixed income asset classes?
3. What amount of distribution will be made annually?
4. Will the payments be monthly, quarterly or annually?
5. Will payments be adjusted for inflation and how often?
6. 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 video presentation Paul uses 11 Powerpoint slides to help compare a series of tables to address the questions above. It is recommended the viewer print out the PDF to make it easier to follow the numbers. irp.cdn-website.com/6b78c197/files/uploaded/Fixed%20Distributions%202024%20update.pdf
If you have questions about the presentation please leave comment or question in the comment section below or email paul@paulmerriman.com.
The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.
1. What asset allocation between equities and fixed income?
2. What combination of equity asset classes in the equity portion, as well as fixed income asset classes?
3. What amount of distribution will be made annually?
4. Will the payments be monthly, quarterly or annually?
5. Will payments be adjusted for inflation and how often?
6. 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 video presentation Paul uses 11 Powerpoint slides to help compare a series of tables to address the questions above. It is recommended the viewer print out the PDF to make it easier to follow the numbers. irp.cdn-website.com/6b78c197/files/uploaded/Fixed%20Distributions%202024%20update.pdf
If you have questions about the presentation please leave comment or question in the comment section below or email paul@paulmerriman.com.
