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While it is easy to show young investors how to make an extra million dollars over the course of 50 years or more, it’s not so easy to do for retired investors looking at 10 to 30 more years. But there are ways! Here Paul suggests 10 different ways to add a million dollars or more to the portfolio of an investor near or in retirement.
Paul references Fine Tuning Your Asset Allocations and Fixed and Flexible Distributions in Retirement.
The following tables are part of the presentation:
Table 1: Fine Tuning Your Asset Allocation: S&P 500
4-Fund Combo Equity Portfolio Table
Fine Tuning Table: 4-Fund Combo Equity Portfolio
Table 7: Fixed Distribution Schedule S&P 500 ($30,000/yr + inflation)
Table 8: Fixed Distribution Schedule S&P 500 ($40,000/yr + inflation)
Table 9: Fixed Distribution Schedule S&P 500 ($50,000/yr + inflation)
Table 8a: End of Year Fixed Distribution Schedule S&P ($40,000/yr + inflation)
Table 27: Flexible Distribution Schedule S&P 500 (3%/yr + inflation)
Table 28: Flexible Distributions Schedule S&P 500 (4%/yr + inflation)
Table 29: Flexible Distributions Schedule S&P 500 (5%/yr + inflation))
Table 54: Fixed Distributions Schedule 4-Fund Combo ($30,000/yr + inflation)
Table 55: Fixed Distributions Schedule 4-Fund Combo ($40,000/yr + inflation)
Table 55a: End of Year Fixed Distribution Schedule ($40,000/yr + inflation)
Table 58: Flexible Distribution Schedule 4-Fund Combo (3%/yr)
Table 59: Flexible Distribution Schedule 4-Fund Combo (4%/yr)
Table 60 Flexible Distribution Schedule 4-Fund Combo (5%/yr)
Check out new videos at paulmerriman.com including Paul’s “12 Million-Dollar Decisions Guaranteed to Change Your Financial Future” and Chris Pedersen's “Two Funds for Life in Pre and Post-Retirement”. AND subscribe to Paul’s free newsletter!
By Paul Merriman4.6
336336 ratings
While it is easy to show young investors how to make an extra million dollars over the course of 50 years or more, it’s not so easy to do for retired investors looking at 10 to 30 more years. But there are ways! Here Paul suggests 10 different ways to add a million dollars or more to the portfolio of an investor near or in retirement.
Paul references Fine Tuning Your Asset Allocations and Fixed and Flexible Distributions in Retirement.
The following tables are part of the presentation:
Table 1: Fine Tuning Your Asset Allocation: S&P 500
4-Fund Combo Equity Portfolio Table
Fine Tuning Table: 4-Fund Combo Equity Portfolio
Table 7: Fixed Distribution Schedule S&P 500 ($30,000/yr + inflation)
Table 8: Fixed Distribution Schedule S&P 500 ($40,000/yr + inflation)
Table 9: Fixed Distribution Schedule S&P 500 ($50,000/yr + inflation)
Table 8a: End of Year Fixed Distribution Schedule S&P ($40,000/yr + inflation)
Table 27: Flexible Distribution Schedule S&P 500 (3%/yr + inflation)
Table 28: Flexible Distributions Schedule S&P 500 (4%/yr + inflation)
Table 29: Flexible Distributions Schedule S&P 500 (5%/yr + inflation))
Table 54: Fixed Distributions Schedule 4-Fund Combo ($30,000/yr + inflation)
Table 55: Fixed Distributions Schedule 4-Fund Combo ($40,000/yr + inflation)
Table 55a: End of Year Fixed Distribution Schedule ($40,000/yr + inflation)
Table 58: Flexible Distribution Schedule 4-Fund Combo (3%/yr)
Table 59: Flexible Distribution Schedule 4-Fund Combo (4%/yr)
Table 60 Flexible Distribution Schedule 4-Fund Combo (5%/yr)
Check out new videos at paulmerriman.com including Paul’s “12 Million-Dollar Decisions Guaranteed to Change Your Financial Future” and Chris Pedersen's “Two Funds for Life in Pre and Post-Retirement”. AND subscribe to Paul’s free newsletter!

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