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New Journal Article

A Three Step Procedure for Sustainable Retirement Savings Withdrawals

Part of retirement planning is to coordinate income from multiple sources such that savings are not depleted prematurely, no large undesired surplus is left behind, and disposable income is maximized. This paper describes 3-PEAT, a practical, retirement savings withdrawal procedure that addresses these objectives.

Journal of Financial Planning, August 2017, 30 (8): 45-55

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ORP Editorial Assistance

Enough ORP users have applied their editing skills to the semi-literate prose of the ORP help documents so that it seemed time to set up a communication channel for such contributors that would be easy enough to use such that they would be encouraged to apply their skills.

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