Market Recovery Program
 

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Chapter 21

CASE STUDY #4: LARRY, 45

Who:

Larry, age 45, single

Particulars:

Larry didn’t lose a cent in the downturn. Larry has $50,000 in an IRA.




Figure 20



Goals:

Larry wants to: (1) maximize the amount of income he can get out of his IRA; and (2) Larry wants to start drawing on his IRA in 20 years

 

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