This course will be particularly valuable to practitioners who advise on retirement planning. Topics covered are:Â
- market history and retirement,Â
- common myths and pitfalls in retirement planningÂ
- the impact of luck on retirement math
- contributors of luck factor: sequence of returns, inflation, reverse-dollar-cost-averaging
- the impact of asset allocation strategies, withdrawal strategies
- math of loss, time to recover
- optimum asset allocation
- purpose-driven sustainable withdrawal rates and stress test
- the zone strategy
- how much income is enough, how do you determine if savings are insufficient, sufficient or abundant
- epilogue: five-year checkup The course covers everything you need to know about math of retirement income.Â
After completing this course, you will have a better understanding of retirement concerns and the proper tools necessary to plan for retirement.
schedule2 hours on-demand video
signal_cellular_altIntermediate level
task_altNo preparation required