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It can make a difference how a retiree draws from their portfolio. Our expert analyzes five methods of making portfolio withdrawals. Share his findings with your clients and boost their confidence that their money is not going to run out.
The reported returns of various investments typically are based on sets of assumptions. But how do those assumptions compare to real life? Our correspondent tests some of those common assumptions with results that may help inform portfolio decisions.
As clients move into retirement, one concern may be sequence of returns risk. What can we learn from visualizing the risk? One takeaway from our expert: The amount of money withdrawn each year is the more potent factor in assessing a retirement portfolio’s viability.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025