Case Studies

Each of the case studies below represents a scenario where a smart portfolio withdrawal strategy made a difference in the years the portfolio lasted. Click each case to view the details. While these case studies do not represent real people, the numbers used for the purposes of illustration are real.

Roth Conversion – Single, Age 62 with $1,500,000 of assets

Roth Conversion: Single, Age 62 with $1,500,000 of assets This case illustrates the advantage and disadvantage of making the right ...
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Social Security – Single, age 66 with $1,500,000 of assets

Social Security Choice: Single, Age 66 with $1,500,000 of assets This case demonstrates how you can extend your portfolio’s longevity ...
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Social Security – Couple, Age 66 with $1,500,000 of assets

Social Security Choices: Couple Age 66 with $1,500,000 of assets This case demonstrates the additional longevity that is possible by ...
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Social Security – Single, Age 62 with $500,000 of assets

Social Security Choices: Single, Age 62 with $500,000 of assets This case demonstrates the additional longevity that is possible by ...
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Single, Age 62 with $1,000,000 assets & high medical expenses last two years

High Medical Expenses : Single Person Age 62 with $1 Million of Financial Assets This case demonstrates the additional longevity ...
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Single, Age 66 with $1,500,000 of assets

Withdrawal Sequence: Single, Age 66 with $1,500,000 of assets This case demonstrates how you can extend your portfolio’s longevity by ...
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Single, Age 62 with $3,000,000 of assets

Withdrawal Sequence: Single Person Age 62 with $3 Million of Financial Assets This case demonstrates how you can extend your ...
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Couple, Age 62 with $1,500,000 in assets

This case demonstrates the additional longevity that is possible by carefully managing the location and timing of asset withdrawal. By ...
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