Webinars

Event 

Category:
Financial Advisor Webinar Series
Title:
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
Presenter:
Wade Pfau
Company:
Retiremement Income Industry Association
When:
05/18/12 - 05/18/12  4:00 PM EST
Slides:
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Replay:
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CE Credit:
CFP®
IMCA
Program Id:683645896
Event rating:
User rating
 
4.5 (68)

Description

Is 4% is a safe withdrawal rate for retirees from a portfolio of stocks and bonds?  Maybe not.

At this webinar, we will cover

• how the 4% rule was developed
• how the rule has worked historically in the US
• difficulties with the 4% rule in other developed countries
• the effect of current market conditions on the 4% rule

Presenter Wade Pfau is Director of Curriculum Development for the Retirement Management Analyst (RMA) Designation Program.  He holds a PhD in Economics from Princeton, and is also an associate professor at the National Graduate Institute for Policy Studies in Tokyo. He is a CFA charterholder and has been published in many financial publications.

 

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.

Note: This webinar is eligible for CFP® and IMCA® CE credit.

 

 

 

 

 
 



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Average user rating from: 68 user(s)

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Rating:
 
4.5
 
 

0 of 0 people found the following review helpful
Very thought provoking.
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5.0
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georges913 Reviewed by georges913
May 18, 2012
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Last updated: May 18, 2012
 

0 of 0 people found the following review helpful
Very interesting methods for analyzing withdrawal rates. Thanks!
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5.0
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austinc408 Reviewed by austinc408
May 18, 2012
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Last updated: May 18, 2012
 

0 of 0 people found the following review helpful
Very interesting analysis. Offers a more realistic withdrawal rate for today's world.
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5.0
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mariorhernandez Reviewed by mariorhernandez
May 18, 2012
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Last updated: May 18, 2012
 

0 of 0 people found the following review helpful
Very important topic.
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5.0
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charlesb301 Reviewed by charlesb301
May 18, 2012
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Last updated: May 18, 2012
 

0 of 0 people found the following review helpful
very good, quite technical. How about tying in a future webinar that will provide some input on how to solve for the scenarios that were discussed.
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markb918 Reviewed by markb918
May 18, 2012
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Last updated: May 18, 2012
 
 
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