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Effectively Managing a Portfolio in Retirement

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Christine Benz, Morningstar (Moderator); Keith Weber, Weber Consulting Group; Steve Vernon, Rest-of-Life Communications
Whether you're looking for yield or stability, it's never too early to start planning and saving for retirement. View this webinar to hear about the strengths and limitations of different strategies, bonds and annuities to best manage a portfolio in retirement.

Discussion questions:
+ Income versus total return approach during retirement: given how low bond and dividend yields are right now, is the income-only approach realistic?

+ Which categories of income-producing securities appear to offer the best risk/reward profile today? The worst?

+ Many financial advisors and individual investors are using the "bucket" approach to managing portfolios. What are the key strengths/limitations of the bucket strategy?

+ Setting in-retirement withdrawal rates: what are some of the best ways to go about tackling this important issue?

+ How should pre-retirees factor in Social Security as part of their retirement-planning process? Should younger folks expect that the program will see cuts in benefits, which in turn will necessitate that they save more?

Moderator:
* Christine Benz, Director of Personal Finance, Morningstar

Panelists:
* Keith J. Weber, CFP, CPRC, CEO, Weber Consulting Group, LLC, Author, Publisher, RethinkingRetirement.com
* Steve Vernon, FSA, President, Rest-of-Life Communications
Jul 25 2012
50 mins
Effectively Managing a Portfolio in Retirement
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  • Title: Effectively Managing a Portfolio in Retirement
  • Live at: Jul 25 2012 7:00 pm
  • Presented by: Christine Benz, Morningstar (Moderator); Keith Weber, Weber Consulting Group; Steve Vernon, Rest-of-Life Communications
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