Safe Withdrawal Rates 

    There are many decisions that retirees need to make regarding retirement income including sources of income, safe withdrawal rates, and investment changes. These resources will help CPA financial planners understand factors to be considered in the decision-making process with clients.


    PFP Section members, inclusive of CPA/PFS credential holders, are eligible to receive a 10% discount on The Kitces Report. Not a member? Join the PFP Section today!


    • Understanding Safe Withdrawal Rates (3 part webcast series)
      • Session 1: Understanding Safe Withdrawal Rates (Non-Members can view this recording for free.)
      • Session 2: The Impact of Market Valuation on Safe Withdrawal Rates
      • Session 3: Expanding the Framework of Safe Withdrawal Rates


    Forefield Advisor:

    • Safe Withdrawal Rates (PFP/PFS members: Sign into Forefield Advisor to access this and other customizable content for your clients.)
    • Safe Withdrawal Rates (Non-members: Access this sample of customizable Forefield content.)


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