person● Verified · SEC records
Wade Pfau
In network coverage since September 23, 2026 · 1 story
Career record
currentIAMCLEAN ASSET MANAGEMENT CORP.
currentIARETIREMENT RESEARCHER, LLC
Network coverage
Products & portfolios
The 4% rule was a bond-yield artifact
A 2013 paper's challenge to the safe withdrawal rate still frames retirement-income conversations, and explains why a round number is the wrong thing to promise.
Retirement & income
Episode 249: Why Your Tax Bracket Doesn’t Tell the Whole Story
Retirement & income
Episode 248: Are You Doing Roth Conversions the Wrong Way?
Retirement & income