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. Setting better expectations for your portfolio is key to achieving less stress and more enjoyment during your retirement.
By attending this course, you will learn
• How to determine the proper mix of income sources to minimize running out of money
• Why income and tax planning are crucial elements of retirement planning
• Real 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
• And how to establish a predictable withdrawal rate during retirement
This course is intended for
• Individuals and couples aged 50 and up who want to increase their knowledge and training to help maximize their retirement years
• People who want to better understand their current portfolio
• And anyone who wonders if their current plan has room for improvement
