Presenters: Wade Pfau, David Blanchett, Michael Finke
About this talk
Most research on optimal retirement income strategies is based on long-term historical averages. Retirement experts David Blanchett, Michael Finke and Wade Pfau will show how using returns better calibrated to current financial asset values (rather than historical averages) leads to a much more conservative estimate of safe-withdrawal rates for retirees. They’ll also discuss how to use different return scenario perspectives to improve the quality of investment advice and recommendations for your clients.