The LinkedIn live event, hosted by Christine Benz and supported by Amy Arnott and Jason Kephart from Morningstar, focuses on navigating retirement income strategies. The speakers discuss the evolution of their research, which began in 2021, aimed at estimating safe withdrawal rates for retirees amidst changing market conditions. The goal is to help retirees and financial advisors understand retirement income better and adapt strategies in response to shifting economic realities. Their annual white paper provides continuing insights into this critical area of personal finance.
The goal of our ongoing research since 2021 has been to estimate a safe withdrawal rate for retirees and explore factors influencing the retirement income landscape.
We have focused on identifying the best strategies for retirement income, particularly as market conditions and economic environments have evolved significantly since the pandemic.
By understanding retirement income better, we can inform not only retirees themselves but also financial advisors on how to effectively support their clients.
It's essential to adapt our strategies as we gather new data each year, given the rapid changes in the financial landscape and retirement needs.
#retirement-income #financial-planning #safe-withdrawal-rates #market-conditions #investment-strategies
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