RSVP here by 5/16.
"Retirement Income Strategies and Performance"
This presentation provides an overview of retirement income strategies, explaining how funding and dynamic spending strategies differ yet work together to improve retirement outcomes. It will compare sustainable spending rates across various retirement income strategies using Monte Carlo simulations based on the latest capital market assumptions. Additionally, it examines how these strategies balance competing priorities, such as maximizing retirement consumption or bequests. It will also demonstrate the impact of asset allocation, life expectancy, annuities, and Social Security income on the performance of these strategies.
Speaker: Tao Guo, Morningstar Investment Management
Tao Guo is Director of Retirement Research at Morningstar Investment Management. He received his Ph.D. in Financial Planning from Texas Tech University. Tao is a Certified Financial Planner and Chartered Financial Analyst and holds a Certificate in Investment Performance Measurement. He maintains an active research agenda integrating investment management and retirement planning, pursuing research ideas around the use of lifetime income product, investor behavior, asset allocation, retirement income management, and retiree well-being. Tao's research has been published in practitioner and academic journals, and has been cited by the New York Times, Investment News, Think Advisor, and others.
Sponsor: TBA
One CE credit has been granted by The CFP Board.
Please register no later than Friday, May 16th for this program. Sponsors are charged for all those that RSVP, so please attend if registered.