Thanks so much for attending my presentations for the June 2017 networking luncheon for PICPA!
Further Reading Materials:
- Advisor’s Guide To DoL Fiduciary And The New Best Interests Contract (BIC) Requirement
- Should Advisors Ditch Their Broker-Dealers In Light Of DoL Fiduciary?
- Why The DoL Fiduciary Rule Won’t Kill Annuities, It Will Make Them Stronger!
- Understanding Sequence Of Return Risk – Safe Withdrawal Rates, Bear Market Crashes, And Bad Decades
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- Crafting A Withdrawal Policy Statement For Retirement Income Distributions
- Estimating Changes In Retirement Expenditures And The Retirement Spending Smile
- Should Equity Exposure Decrease In Retirement, Or Is A Rising Equity Glidepath Actually Better?
- Sample Withdrawal Policy Statement (WPS)
- March 2012 Issue Of The Kitces Report - 20 Years Of Safe Withdrawal Rate Research - Expanding The Framework
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?