William Bengen

William Bengen

• 4% Rule
• SAFEMAX – the “Maximum Safe Withdrawal Rate.”
• Trinity Study
• 2006 - Book - Conserving Client Portfolios During Retirement, By William P. Bengen - Publisher: ‎ FPA Press
• http://www.cfpionline.org/wp-content/uploads/2011/07/Conserving-Client-Portfolios.pdf

1990s

• 1994 10 - JFP - Determining Withdrawal Rates Using Historical Data, by William P. Bengen - p171-180 - 10p
• 1996 - JFP - Conserving Client Portfolios During Retirement, Part II, by William P. Bengen, CFP - <WishList>
• 1996 08 - JFP - Asset Allocation for a Lifetime by William P. Bengen, CFP - 10p
• 1997 12 - JFP - Conserving Client Portfolios During Retirement, Part III, by William P. Bengen, CFP  - 12p

2000s

• 2001 - JFP - Conserving Client Portfolios During Retirement, Part IV, by William P. Bengen, CFP - 12p
• 2006 - Book - Conserving Client Portfolios During Retirement, by William P. Bengen, CFP

2010s

• 2014 10 - JFP - It Was 20 Years Ago Today, by Jonathan Guyton, CFP - 5p