Maximizing Retirement Savings: Thoughtful Distribution Techniques | webcast
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Maximizing Retirement Savings: Thoughtful Distribution Techniques | webcast

2 months ago · 1 hour 31 min watch

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Although financial planning for retirement has often focused on reaching wealth accumulation goals by the client’s projected retirement date, managing assets after retirement to maximize their longevity may be equally important. Structuring a tax-efficient distribution portfolio and creating the optimal order for distributing the various retirement assets can substantially increase how long the assets will last and/or increase the sustainable withdrawal rate from the portfolio. This planning is particularly important for retirees whose portfolios have been depleted by poor market

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File name: maximizing-techniques.pdf

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