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Subject:  Re: Income Planning Assumption Date:  6/5/2007  3:53 PM
Author:  JAFO31 Number:  57786 of 88772

Rhoski: "Being new to the discussion section thank you in advance for you "foolish" advice. My question:
What is a reasonable assumption for how much income(as a percent) a retirement portfolio could generate assuming a moderate level of risk? Would it be:

1) 5%
2) 7%
3) 9%
4) other (you specify)"

Peter Lynch (of Fidelity Magellan fame) once suggested 7% and had to eat his words, bigtime.

4%, inflation adjusted for 30 years, having long ago read the links that were provided to you and others as well, and assuming a reasonable mix of equiteis in the ivestments. Less if your timeline is longer or if you omit or skimp on equities.

Regards, JAFO

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