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Author: Mcandret Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 72254  
Subject: RM Retirement Expences Date: 11/29/1999 1:43 AM
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Hi,
I'm a RM Beginner and will be in retirement in a year or two and am wondering what procedure a Rule Maker Investor would use to provide living expences when he or she has for example a total of $1,000,000 invested as follows:
$500,000 S & P 500
$500,000 RM Portfolio divided
300,000 RM Stocks
100,000 RP4 Stocks?

Should the investor sell (each month) equal amounts of the S & P 500, the RM Stocks and the RP4 Stocks such that he has the needed living expences of 1/12th of 6% of the total?

Instead, should the investor sell (each month) 1/12th of 6% of the total from only the S & P 500 (least risky investment)?

Given that the investor had his(her) portfolio at Fidelity, Schwab, etc, does anyone know whether or not these brokerage houses would provide a service where they would sell off and send to their clients 1/12th of 6% of the total invested holdings each month?

Does anyone know on what board I could find the answers to these questions?

Thanks in advance for your help.
Regards,
Tom
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