Webinar Wednesdays: Retirement Portfolio Analysis Wrap-Up
by AAII Staff | June 18, 2020
If you missed our Webinar Wednesday on June 17, you can watch it here.
Managing a retirement portfolio requires that we maintain a long-term perspective in spite of the constant short-term noise of investment markets. Craig Israelsen provides a live 50-year perspective about how various retirement portfolio models survived over rolling 25-year periods. Israelsen will illustrate in real time the key variables that impact retirement portfolio survival—such as the overall asset allocation, the cost of the portfolio and various withdrawal strategies—using a sophisticated Excel-based analysis tool that he has developed.
Presentation slides:
https://www.aaii.com/files/webinar/PDF/RetirementPortfolioAnalysis-June2020-AAII.pdf
Post-Webinar Notes
AAII Articles
Referenced During Webinar
The Impact of Expense Ratios on Retirement Income
Vanguard’s Dynamic Spending Strategy for Retirees
Articles by Craig Israelsen
Asset Allocation, RMDs and Portfolio Survival
Retirement Portfolio Survival: A 90-Year Study
The Mathematics of Retirement Portfolios
Asset Returns During High and Low Inflationary Periods
Other Articles by Craig Israelsen
Other Retirement Articles
The Sequence in Which Returns Occur Affects Your Wealth
Taking Retirement Withdrawals From a Fund Portfolio
Finding the Right Withdrawal Rate: One Key to Portfolio Sustainability
Five Major Considerations for Early Retirement
Revisiting the Risks of Retirement Spending Rules
Strategies for Managing Required Minimum Distributions
Insights on Using the 4% Withdrawal Rule From Its Creator
Contact Craig Israelsen
Website: 7Twelve Portfolio
Email: Craig@7TwelvePortfolio.com
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