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InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- Apr 2016 articles include No Portfolio Is an Island by Blanchett, Tax Efficient Drawdowns by Horan, and Housing for Retirees by Falk
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About this issue of Retirement Insight and Trends:

Michael Falk, CFA, CRC® Stephen Horan, PhD, CFA, CIPM David Blanchett, CFA, CFP®, AIFA Articles in the 1st Qtr - Jul 2016 Issue:

  • No Portfolio is an Island, by David Blanchett, CFA, CFP®, AIFA® – Head of Retirement Research, Morningstar

  • Tax Efficient Drawdowns in Retirement, by Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute

  • Housing for Retirees: Buy, Sell or Hold?, by Michael Falk, CFA, CRC®, Focus Financial Consulting

In this retirement-specific newsletter, planners will learn about:

  1. Different types of risks to consider when building portfolios that are more efficient for clients when viewed from a total wealth perspective

  2. Understand why there is no one efficient portfolio for all investors

  3. Frameworks for incorporating different risks and preferences into the portfolio optimization process

  4. How the government’s interest in different taxable structures affects an investor’s risk-return profile

  5. What the economics of different retirement tax structures imply for pre-asset allocation and asset location

  6. How to use the available tax structures to keep taxes low throughout the retirement drawdown phase that challenges conventional wisdom.

  7. How retiring without a mortgage is very smart, but accelerating the payoff to accomplish such a goal may not be so smart.

  8. How “livable” (really) and what is the cost of your home long-term?

  9. Your options: Reverse Mortgage, HECM line of credit, downsize, or sell

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Other issues of Retirement Insight and Trends:

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Retirement InSight and Trends Newsletter - 2016 - Active Issues Retirement InSight and Trends Newsletter - 2015 - Active Issues
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