Research Center
Guides, strategies, and analysis for retirement planning professionals
Exploring Income Lab with Sample Households
In this webinar we run through a typical workflow for building, evaluating, and implementing an Income Lab dynamic retirement income...
Using Economic Data to Inform Retirement Income Advice
Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much...
Life Hub Launch Webinar
Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors and clients to create,...
New Ways to Evaluate the Retirement Risk/Return Trade-Off – (May 24th, 2022)
Every retirement income plan carries some level of risk – that is, some chance that a downward adjustment will be...
Is California a low-tax state for Retirees? Looking beyond top marginal state tax rates.
The state where you retire can have a big impact on your standard of living in retirement. But understanding that...
“Retirement Distribution Hatchet” Webinar (April 2022)
Research into dynamic retirement income planning has often focused on setting “guardrails” based on portfolio withdrawal rates. However, client scenarios...
How-To and Q&A User Webinar – Tax Center Review (March 2022)
Because of the complexity of retirement income plans and Federal and state tax codes, “tax-smart” distribution planning can be wickedly...
The Worst Time in History to Retire had a 7.5% Withdrawal Rate?!?
Research on “sustainable withdrawal rates” might lead us to believe that the historical periods that supported low withdrawal rates were...
Thinking and Talking About Retirement Risk with Clients.
Advisors often help clients find and accept approaches to their investments that balance financial goals and risk tolerance. This process...
The “Retirement Distribution Hatchet”
Research into dynamic retirement income planning has often focused on setting “guardrails” based on portfolio withdrawal rates. However, client scenarios...
Retirement Income Guardrails Beyond Withdrawal Rates
Over the last decades, dynamic income planning with withdrawal rate guardrails has become more and more common. Unfortunately, this approach to retirement income...
The value of dynamic income planning webinar
Retirement income planning is one of the nastiest, hardest problems we face in financial planning, according to Bill Sharpe. Income...
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