Скачать или смотреть Webinar & Case Study: How to Stress Test Your Retirement Plan

The world is full of uncertainty and your retirement plan has to be resilient. In this webinar we'll show you how to stress test your retirement plan using Adviice. We'll break down the Success Rate chart, find max spending levels, and discuss all the ways you can stress test your plan to give you peace of mind heading into retirement.

5:16 - Key Retirement Stress Points
7:50 - Investment Risk
10:40 - Inflation Risk
12:24 - Interpreting the Success Chart
18:16 - What Success Rate Should I Be Targeting?
25:10 - Creating Safe and Max Spending Targets in Retirement
39:33 - How do I Update the Plan Mid-Year/Quarterly?
44:00 - Longevity Risk
47:02 - Financial Effects of Losing a Spouse
50:15 - Testing Survivor Scenarios with Adviice

Please let us know if you have a webinar topic you’d like us to explore.

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Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.