isgplanning.com

wilkersonadvisors.com

Wilkerson Resource Advisors

http://www.wilkersonadvisors.com/services/expand.html

Long Term Care Information. Minnesota Health Care Programs. Planning for your financial goals. In a future of growing uncertainties about managing healthcare, taxes, inflation and the risks inherent in investment markets, it is crucial to build a flexible plan that includes sustainable withdrawals over long periods of time and that makes efficient use of all available resources. We will help you build and maintain a sensible plan that is focused on you and your unique life circumstances.

definedwithdrawals.com

Investment Income Strategy During Retirement

http://www.definedwithdrawals.com/aboutaut.htm

Managing Money During Retirement. A strategy for steady, dependable, and long-term investment income. The Defined Withdrawals strategy was created by the father and son team of Roger and Kevin Katzenmaier. Roger A. Katzenmaier. CPA, Ph.D., has been a practicing Certified Public accountant for over 25 years. Roger has been an associate professor at the University of Minnesota and holds advanced degrees in accounting, management and finance. Kevin R. Katzenmaier. This book explains how to use the ISG.

definedwithdrawals.com

ISG Investment Income Calculator - Free Download

http://www.definedwithdrawals.com/retirement_income_calculator.htm

Managing Money During Retirement. A strategy for steady, dependable, and long-term investment income. A Nightmare On Wall Street. We recommend viewing this free presentation before using the ISG™ Investment Income Simulator. It steps through a relatively difficult investment scenario to demonstrate the process of managing money for income during difficult times. You may be amazed to see the difference in the outcome for the Defined Withdrawals strategy compared to the Systematic Withdrawals strategy.

definedwithdrawals.com

Surviving a Wall Street Crash When Investing for Income

http://www.definedwithdrawals.com/wall_street_crash.htm

Managing Money During Retirement. A strategy for steady, dependable, and long-term investment income. A Nightmare On Wall Street. For PowerPoint 2003 and higher. This free presentation steps through a relatively difficult investment scenario to demonstrate the process of managing investments for income during challenging times. The example was created using the free Investment Income Simulator. If you have PowerPoint:. Right click on the file below and select Save Target As to download the presentation.

definedwithdrawals.com

Investment and Retirement Income Software

http://www.definedwithdrawals.com/retirement_income_software.htm

Managing Money During Retirement. A strategy for steady, dependable, and long-term investment income. Order the Income Strategy Generator™ Software. Download the Accompanying Book. Approach using either historic rates of return or a Monte Carlo algorithm. They focus on withdrawal rate and neglect withdrawal strategy. Assets are typically allocated according to Modern Portfolio Theory. Principles and classic measures of risk tolerance. Even though these methods were not designed for distributing income.

definedwithdrawals.com

Investment Income Strategy During Retirement

http://www.definedwithdrawals.com/Journalists.htm

Managing Money During Retirement. A strategy for steady, dependable, and long-term investment income. Strategy was developed by the father and son team of Roger and Kevin Katzenmaier. In the early '90s the pair never planned to sell software. Kevin an engineer, and Roger a CPA, were simply experimenting with some algorithms that Roger would later use with his clients. The resulting software, originally titled the Investment Scenario Generator. 153; or ISG. While investing in financial markets that can be...

definedwithdrawals.com

Investment Income Strategy During Retirement

http://www.definedwithdrawals.com/Test.htm

Managing Money During Retirement. A strategy for steady, dependable, and long-term investment income. Note: The Income Strategy Generator™ software was previously called the Investment Scenario Generator™. Just wanted to let you guys know how much we love your stuff. It's right on as far as we're concerned. We use it with all of our retirees. 20 years in the business, and I was doing it all wrong. Now I think I'm doing a better job than ever for our clients. Thanks a million. Herbert F. Mischke, CLU.

definedwithdrawals.com

Investing for Income During Retirement with Defined Withdrawals

http://www.definedwithdrawals.com/order.htm

Managing Money During Retirement. A strategy for steady, dependable, and long-term investment income. Order the Income Strategy Generator. The Income Strategy Generator™ software is licensed through and supported by Brentmark Software. A leading provider of retirement and financial planning software products since 1985. Click the link below to order the Income Strategy Generator™ for immediate download. You will be transferred to Brentmark's secure server to process the order. In real life there are no d...

definedwithdrawals.com

ISG Investment Income Simlator - Free Download

http://www.definedwithdrawals.com/investment_income_calculator.htm

Managing Money During Retirement. A strategy for steady, dependable, and long-term investment income. Version 3.04 for Excel 2000 and higher. 153; Investment Income Simulator. Have you ever wondered how much income you could reliably maintain from your investments and wished that you could have a practice run? We recommend viewing the free presentation, A Nightmare On Wall Street. Right click on the file below and select Save Target As to download the file. This book explains how to use the ISG. 153; sof...

definedwithdrawals.com

Retirement Income Book from ISG - Free Download

http://www.definedwithdrawals.com/retirement_income_book.htm

Managing Money During Retirement. A strategy for steady, dependable, and long-term investment income. This free book explains how to use the Income Strategy Generator. Right click on the file below and select Save Target As to download the file. Free Investment Income Simulator. In real life there are no do-overs, but with the Investment Income Simulator you can practice managing investments for income. If you run out of money, click the repeat button and try a new strategy! A Nightmare On Wall Street.