Volatility-proofing your client’s retirement nest egg

October 4, 2022 by Tom Henske

Investors have experienced higher than normal volatility with their investment portfolios recently. As such, the topic of “sequence of returns” has started once again to come to the forefront of discussions between clients and their investment advisors.

It is no surprise that a significant risk to retirement portfolios occurs when distributions that are taken from those portfolios in down years. Withdrawals from a portfolio during a temporary dip in markets can lead to adverse effects which leave clients at risk of running out of money prematurely.   

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Originally Posted at InsuranceNewsNet on September 26, 2022 by Tom Henske.