Join Derek Tharp, Lead Researcher at Kitces.com as he discusses risk-based guardrails as a way to better guide flexible income planning for retirees, and the levers that can be adjusted in setting proper (risk-based) guardrails for retirement income.
At this Kitces Monthly Webinar, advisors will learn:
- What the risk-based guardrails approach is and its advantages
- How guardrail strategies actually perform in the real world
- Which levers really matter in a risk-based guardrails plan
- The practical considerations of using risk-based guardrail parameters to manage dynamic income for retirees