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What if your capital market assumptions are wrong? 3 месяца назад


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What if your capital market assumptions are wrong?

How to deal with uncertainty and imperfection in retirement planning. All financial plans rest on assumptions that are almost certain to be wrong, at least to some extent. In this webinar, we will review new research from Justin Fitzpatrick, PhD, CFA, CFP® on how wrong capital market assumptions can be without derailing retirement plans and how to structure ongoing advice on retirement spending in a world where assumptions will likely be wrong. You can view the research on Kitces.com here. We will cover: The role capital market assumptions play in defining retirees' achievable spending levels. Understanding the margin for error in your assumptions and the potential impact on retirement advice. Practical ways to manage and adjust retirement spending amidst uncertainty

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