Navigating 3 Major Risks in a Volatile Market

Navigating 3 Major Risks in a Volatile Market

This course defines 3 risks in retirement that can make or break the success of your portfolio. The distribution (actual retirement) phase of retirement plan is the riskiest and you will want to know how you can position your assets to minimize your chances of running out of money during this phase. Retirement should be enjoyable but is often full of stress, especially during down markets. Learn how to set better expectations for your portfolio to achieve less stress and more enjoyment during your retirement. 

• How to determine the proper mix of income sources to minimize running out of money
• What are the recommended withdrawal rates during retirement
• Why income and tax planning are important to retirement planning
• Asset Allocation strategies that follow rules
• How your own behavior can cause you to run out of money
• What Foundation Capital is and how it fits
• The difference between Capital preservation and Capital Appreciation and how to balance the two.
• How tax planning can impact the success of your retirement plan.
• How to establish a predictable withdrawal rate during retirement