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Otar's Retirement Income Planning (US & International)
In this course, you will learn how to plan for retirement based on market history since 1900. Retirement issues such as the luck factor and lifelong income security will be covered.schedule2h
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2 Courses
• 97 Reviews
Jim was a financial planner and a professional engineer until his retirement in 2018. His past articles on retirement planning won the CFP Board Article Awards in 2001 and 2002.
He is the author of ...
About this course
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.
This course includes:
schedule2 hours on-demand video
signal_cellular_altIntermediate level
task_altNo preparation required