Open Webinar: The Target Percentage and Its Implications

David Zolt will give a brief presentation of his January 2013, Journal of Financial Planning article.  He will discuss the development and application of the Target Percentage and review his Monte Carlo simulation research.  At the end of the presentation there will be a discussion of the article’s implications.

Learning objectives are:

1. A review of his theory about determining a safe withdrawal rate as reported in the January 2013, Journal of Financial Planning article, “Achieving a Higher Safe Withdrawal Rate With the Target Percentage Adjustment”
2. Learn how the Target Percentage is constructed and used