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Cedar Rapids Gazette in Cedar Rapids, Iowa

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Newspaper

Cedar Rapids Gazette

Location

Cedar Rapids, Iowa, United States of America

Date

Nov 12, 1975

Page

11

Retirement fund withdrawals and the six percent rule

A reader asks if quarterly withdrawals from multiple mutual funds are sustainable. The adviser shows how to compare withdrawals to fund earnings, notes potential liquidation of shares, and advises on adjusting strategy. It suggests evaluating income versus growth funds, possible switches, or lifetime annuities, and invites questions to Sam Shulsky at The Gazette.

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