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ENGAGE 2017


PFP1722 - The Impact of Dynamic Approaches on Optimal Retirement Income Strategies


Jun 13, 2017 10:50am ‐ Jun 13, 2017 12:05pm

Standard: $49.00

Description

Retirement research often assumes that retirees make decisions only at or just before retirement. In reality, retirees and their financial advisors have the ability to dynamically adjust strategies over time. Modeling dynamic approaches significantly impacts optimal retirement income strategies on things such as safe initial withdrawal rates and the benefit of annuities.

Attendees will learn:

  • Shortfalls associated with static retirement models
  • Information about how dynamic strategies affect safe initial withdrawal rates and the benefit of annuities

Speaker(s):

  • David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management, LLC
Tags: PFP

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