Understanding Safe Withdrawal Rates 


    Presenter: Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, CWPP™
    Publisher, The Kitces Report, www.kitces.com


    Free! Session 1: Understanding Safe Withdrawal Rates
    Date: July 18, 2012 at 1:00-2:30p.m. ET

    Seminar recording | Presentation materials

    In this session, we will explore the problems with traditional linear projections, the impact of the sequence of returns on the ability to safely retire, the current state of research on safe withdrawal rates, and the uses and potential concerns of applying the research in client situations.


    Session 2: The Impact of Market Valuation on Safe Withdrawal Rates
    Date: September 26, 2012 at 1:00-2:30p.m. ET

    Seminar recording | Presentation materials

    In this session, we will explore the problems with the so-called “Timing Paradox” of safe withdrawal rates, and how incorporating market valuation into the analysis can provide more consistent retirement income recommendations.


    Session 3: Expanding the Framework of Safe Withdrawal Rates
    Date: November 6, 2012 at 1:00-2:30p.m. ET

    Seminar recording | Presentation materials

    In this session, we will explore how the safe withdrawal rate research has expanded over the past 20 years, and the ways that a safe withdrawal rate recommendation can be customized to an individual client situation by adapting the withdrawal rate assumptions.


    Additional Resources
    Michael Kitces has generously provided the following two newsletters complimentary for PFP Section members, inclusive of CPA/PFS credential holders, who are eligible to receive a 10% discount on The Kitces Report:

     




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