New, Improved Methods For Optimizing Retirement Income

New, Improved Methods For Optimizing Retirement Income
Manish Malhotra03/29/13 4 PM ESTIWIProgram Id: 750268208

Optimizing retirement income strategies for clients requires new methods and new tools. Advisors must be able to see the impact of deferring Social Security, reordering withdrawals from taxable and tax-deferred accounts, and adding annuities and bond ladders to portfolios.

 
In this session, you will learn about how you can optimize for the strategy that maximizes a client’s after-tax income and legacy with the least risk as well as when and why specific products and strategies can improve a risk-reward profile. This session also covers:

How multi-period forecasts can model income portfolios and streams for different times of life

A better way to present Monte Carlo risk analysis reports

How broadening the mix of income products can generate more retirement income with less risk

 
Speaker Manish Malhotra, President & CEO of Income Discovery is a software engineer and MBA. Before founding Income Discovery in 2010, Malhotra was senior vice president at Citigroup Global Wealth Management (Smith Barney and Private Bank), leading the IT strategy and architecture.
 
Note: This webinar is eligible for IMCA® CE credit for CIMA®, CIMC®, and CPWA® certifications.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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4.9  (35)
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(Updated: March 28, 2013)
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5.0

Very informative. I spent some time reading up on Income Discovery this week so it was great to have a first hand presentation.

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(Updated: March 28, 2013)
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5.0

Very interesting tool, especially for those of us focusing on retirement income for our clients.

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(Updated: March 28, 2013)
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5.0

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(Updated: March 28, 2013)
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5.0

excellent tool. very innovative. timely.

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(Updated: March 28, 2013)
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4.0

I would have liked to see a discussion of this approach compared with the economic approach (e.g., Wade Pfau). Perhaps the JFP article covers that.

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