|Event Date||Fri Nov 12 EST (in 21 days)|
Sequence-of-returns risk amplifies the impacts of investment volatility when taking distributions from a volatile investment portfolio in retirement. There are four techniques for managing this sequence risk: reduce the spending rate, adjust spending to portfolio performance, reduce portfolio volatility in the early retirement years, and draw from a buffer asset outside the portfolio to support spending when the portfolio is underperforming.
Harlan Accola, CRMP
National Reverse Mortgage Director, Fairway Independent Mortgage
Wade Pfau, PhD, CFA, RICP
Professor Of Retirement Income, Financial & Retirement Planning PhD Program
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