Guides, strategies, and analysis for retirement planning professionals
Three strategies appear frequently in current discussion on retirement income planning. The “bucket strategy” divides the portfolio into time-segmented pools...
Sooner or later, every client asks the question that retirement planning exists to answer: “How much can I spend?” The...
Two households retire in late 2007 with the same portfolio, the same monthly spending, and the same commitment to adjust...
When a client stops adding to their portfolio and starts living on it, the industry calls it “distribution”, or “decumulation”....
A client walks in for the annual review. The advisor opens the slide deck and the first chart on the...
A 65-year-old couple sits in the second meeting with their potential new advisor. They have a $1.4M portfolio, two small...
Justin Fitzpatrick walks through how advisors use Income Lab across the working years, the run-up to retirement, and retirement itself:...
Justin Fitzpatrick and Derek Tharp work through Roth conversions, IRMAA, and inherited IRAs live with Penny. May 7, 12pm MT....
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