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

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

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, you will:

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

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

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

Steve is President of Rest-of-Life Communications, and a member of the Executive Faculty and Research Fellow with the California Institute for Finance at California Lutheran University, where he conducts research on behavioral finance. He recently retired as Vice President and Consulting Actuary with the human resources consulting firm Watson Wyatt Worldwide. For over 30 years, he helped large employers design and manage their retirement programs.

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

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

We 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.

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

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

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Overall Rating:   4.7 / 5

Retail:  $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCHowToPensionizeElearn18

MP3 Audio Download and PDF handoutKnowledge Level:   3 – Intermediate

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

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