Four Approaches to Managing Risk Retirement Income 2021 | National Association of Insurance and Financial Advisors (NAIFA) | 12 November 2021 | Virtual Event
Venue
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| Event Date | Fri Nov 12 EST (about 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
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.
Speakers
2021 Speakers
Harlan Accola, CRMP, CSA
National Reverse Mortgage Director, Fairway Independent Mortgage
Peter Neuwirth, FSA
Actuary | Consultant | Author
Sponsors & Partners
2021 Sponsors
• Fairway
• Life Happens
• Insperity
• SMA
• Customers Bank
• OneAmerica
• CalSurance
• White Glove
• Reminder Media