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The continuing saga of the 4% rule: Creating & managing a retirement withdrawal plan

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1.50 Credits

Member Price $99.00

Non-Member Price $118.00

Overview

The 4% rule, updated (bold)

William P. Bengen first developed the 4% withdrawal rate as a rule of thumb for retirement spending in 1994. Now Bengen himself is retired and able to offer insights on everything he has learned about retirement saving and spending over the years.

Bengen will cover the following topics in his presentation:

  • Creating a withdrawal plan using the latest understanding of related factors
  • Monitoring a withdrawal plan for its long-term viability
  • When and how to make adjustments to a withdrawal plan

    This event is CFP-eligible.

    Highlights

  • The latest thinking on the 4% rule
  • How to guide clients towards a financially successful retirement

    Prerequisites

    Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning

    Designed For

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

    Objectives

    • Identify the latest thinking straight from the original creator of the well-known 4% rule.
    • Determine how to create, monitor, and adjust the withdrawal plan for long-term success.

    • Non-Member Price $118.00

    Member Price $99.00

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