The State of Retirement Income: Safe Withdrawal Rates
Setting an appropriate retirement withdrawal rate is one of the most studied problems in financial planning but determining the optimal amount without prematurely depleting assets continues to be a topic of debate. In this webinar, we will explore practical ways in which retirees can help make their savings last longer without compromising their standard of living and the potential drawbacks of those techniques.
This webinar is pending acceptance from the CFP® Board, Fi360 and Investments & Wealth Institute (IMCA) for one continuing education (CE) credit for AIF®, AIFA®, PPC®, CFP®, CIMA®, CPWA®, CIMC® and RMA® Designations.
Thu, Nov 18, 2021 · 12:00 PM
Central Time (US & Canada) (GMT -6:00)
The historical background of safe withdrawal rates
Understanding safe withdrawal rates for the future
Portfolio and non-portfolio strategies for maximizing retirement income
Head of Retirement Studies and Public Policy Morningstar Investment Management LLC/Morningstar, Inc.
Director of Personal Finance and Retirement Planning Morningstar, Inc.
Jeffrey Ptak, CFA
Chief Ratings Officer Morningstar Research Services LLC
Vice President, Research Morningstar Research Services LLC