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Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization

Nerd's Eye View

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. That emotional connection supports confidence and increases the likelihood that the client will stick with their plan and stay committed through both good markets and bad.

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Adviser links: objectives and aspirations

Abnormal Returns

riabiz.com) Creative Planning is exploring its custody options. investmentnews.com) Research The problematic math of passing down generational wealth. blogs.cfainstitute.org) How life events affect retirement planning. investmentecosystem.com) Reflections on eight years of running a financial planning practice.

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Adviser links: getting really clear

Abnormal Returns

(youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning. thinkadvisor.com) Not everyone is happier in retirement.

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How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models

Nerd's Eye View

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

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Start Planning Your Retirement Early to Save Enough and Plan Better

WiserAdvisor

Start planning early. The essence of retirement lies in reclaiming your time, on your terms and with confidence. Yet far too many professionals delay the planning process. To show you what’s possible and what’s necessary, if early retirement is something you want to pursue seriously. Retiring at 55? Doing it right?

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The “Art” of Market Timing

The Big Picture

When you get it wrong, it crushes your retirement plans. My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. The less it matters, the easier it is to be bold and outside of the mainstream.4 More on this later.

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When is the Best Time for a Roth Conversion?

Darrow Wealth Management

This approach typically provides greater benefits to those who have significant assets and high taxable income in retirement. Inheritance and estate planning There are a couple ways a Roth IRA conversion can assist with estate and legacy planning. A spouse may also elect to defer RMDs if they inherit the account.