What Rate of Return Should I Use In My Financial Plan?




Paul Merriman show

Summary: When putting together a financial plan, you will make assumptions about future returns. Most investors select one return to reach their long term goal. However, that's not realistic since investors, as they get closer to retirement, change their balance of fixed income and equity. Paul offers his approach, with the assumptions you can use to determine the likely long-term return of a lifetime of different asset allocations.