How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon – Learn more

 

How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon

This webinar introduces the Spend Safely in Retirement Strategy, which is a straightforward method for middle-income workers to generate reliable, lifetime retirement income from any IRA or 401(k) plan.

This strategy was one outcome of a substantial research project conducted by the Stanford Center on Longevity, in collaboration with the Society of Actuaries.

This project analyzed and compared 292 retirement income strategies, using stochastic forecasts and efficient frontiers, powerful analytical techniques that large defined benefit plans use to devise funding and investment strategies.

It then developed eight metrics to fine-tune comparisons of 21 of the most promising strategies. Using these analyses and metrics, the Spend Safely in Retirement Strategy compared favorably to the many strategies analyzed in the project.

 

In this one-hour session “How to “Pensionize” Any IRA or 401(k) Plan”, you will:

How to “Pensionize” Any IRA or 401(k) Plan - Steve Vernon

How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon

  1. Learn how middle-income retirees can develop a stream of reliable lifetime income;
  2. Hear how to frame and communicate retirement decisions to older workers and retirees;
  3. See straightforward investment strategies that can be used by middle-income retirees during their retirement;
  4. Learn how older workers can integrate their financial and working decisions in their 60s;
  5. See methods for analyzing and comparing retirement income strategies.

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This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

 

Your presenter is Steve Vernon, FSA, MAAA, Research Scholar, Stanford Center on Longevity, President of Rest-of-Life Communications

 

 
Steve Vernon, FSA - Expert in Strategies that Integrate DC Plans, Social Security, QLACs

Steve Vernon, FSA, MAAA – Research Scholar, Stanford Center on Longevity, President of Rest-of-Life Communications

In both of his roles as Research Scholar at the Stanford Center on Longevity and as the President of Rest-of-Life Communications, Steve is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle.

For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.

Steve is one of the most sought-after retirement experts in the country due to his surprising and inspiring insights. He is quoted frequently in such publications as The Wall Street Journal, New York Times, Los Angeles Times, USAToday, BusinessWeek, Fortune Magazine, Kiplinger’s, and Money Magazine. He also writes occasional columns for Retirement Weekly.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

 

Invest in Your Retirement Expertise

1 hr CFP®, CRC®, and other CE Credit Reporting

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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Read the Key Retirement Takeaways by Steve Vernon from “How to “Pensionize” Any IRA or 401(k) Plan”:
 

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