David Macchia and Kerry Pechter will answer questions from advisors on topics related to retirement-income planning, such as:
- How should advisors determine how much income clients need in retirement?
- Are advisors paying sufficient attention to reducing longevity risk?
- How should advisors adjust retirement income planning approaches based on a client’s assets relative to their income needs?
- How is economic uncertainty changing the concerns of clients needing retirement income?
- What are the advantages and disadvantages of using an approach based on safe-withdrawal rates?
- How should advisors construct bond ladders? Should TIPS be used?
- How should annuities be used? What types of annuities are best for certain clients?
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