Archive for 3. PROVIDE Retirement Income
Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes. This session challenges that advice by leveraging the economics of the risk-return characteristics of various tax structures and provides insights into pre-retirement asset allocation, asset location and importantly retirement drawdown. In “Tax-Efficient Draw Downs in Retirement” […]
Read more →Home equity is most Americans’ largest financial asset. Learn options for proactive implementation of reverse mortgage strategies for improving portfolio survival. Home equity is the largest financial asset for all but the wealthiest Americans. As demonstrated in the Journal of Financial Planning, the proactive implementation of a reverse mortgage strategy – early in the […]
Read more →Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers. This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement […]
Read more →Retirement-specific training and education programs by leading experts to help advisors and consumers make informed retirement decisions
Your one-stop retirement education resource for advisors, wealth management firms, employers, public sector retirement systems, financial services companies, and future retirees.