
- UID
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- 2011-7-2
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- 2016-8-1
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the needs are in the first year of retirement. - so they should remain 70K and not 71.4K
He is retiring at the end of this year - when he would have 5 Mill$ in investable assets.
the 6 months need - is a liquidity requirement - which as has been stated above is needed for the SAA portion and to determine Cash needs in the portfolio.
So the Required Return that ua_bender calculated has been inflated an additional 2%. |
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