Today's Chapter Meeting Presentation and Morningstar Paper

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Kurt Koelling

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Mar 9, 2025, 8:02:13 PM3/9/25
to Columbus Bogleheads
It was great seeing many of you at the Columbus Bogleheads Meeting today.  I think we had 24 attendees!
I have attached the Morningstar paper titled "The State of Retirement Income 2024" by Christine Benz and colleagues that I reviewed today during the meeting as well as a pdf of the presentation slides.  I only focused on the first half of the paper covering Safe Withdrawal Rates for the Future and Dynamic Withdrawal Strategies.
Let me know if you have any questions!
Take care,
Kurt
p.s.  Mark should be back in April to lead the next meeting.
Morningstar State_of_Retirement_Income_2024.pdf
Dynamic Withdrawal Strategies Presentation - March 2025 Bogleheads Meeting.pdf
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