RMDs And Retirement Portfolio Survival, Part Two

RMDs And Retirement Portfolio Survival, Part Two
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id:193348323
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4.7 (32)

How do required minimum distributions and other systematic withdrawals affect the survival of retirement portfolios?    

Learn the answer at this webinar in which Dr. Craig Israelsen shows survivability rates of different portfolios over the last 47 years, as well as the impact of inflation-based withdrawals versus withdrawals based on annual RMDs. This is the second of a two-part class.

If you like Craig's webinars, here's a 30-day free trial enabling you to collaborate with him along with independent economist, Fritz Meyer, and financial and tax planning guru, Bob Keebler, CPA/PFS. Sign up for an account and, add the free trial your cart and, after verifying your email address, you'll get instant access.

Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A.


This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.


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0 of 0 people found the following review helpful
Excellent. Relevant.
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spike@4321 Reviewed by spike@4321
March 15, 2017
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0 of 0 people found the following review helpful
great
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kevinb610 Reviewed by kevinb610
March 15, 2017
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0 of 0 people found the following review helpful
Excellent, but definitely needed more time - perhaps should have been 1.5 hours
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Save And Give Reviewed by Save And Give
March 15, 2017
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0 of 0 people found the following review helpful
Very good session! BJ
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Bernardj31 Reviewed by Bernardj31
March 15, 2017
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0 of 0 people found the following review helpful
Was really blown away by the analysis and graphics. Using RMD's as a safe withdrawal rate was a new concept for me. Haven't seen any similar type of study like this for RMD's. Great stuff!!!
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piercer223 Reviewed by piercer223
March 15, 2017
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