The Sequence of Returns Does It Really Matter in Retirement?

Markets fluctuate from year to year, but the effect they have on a portfolio varies widely in the accumulation and distribution phases of retirement planning. If retirees receive distributions in a stable or rising market, they can still preserve or grow those assets. When they receive distributions in a declining market, they are selling into a loss.

What if they could access an alternative fund in those down years?

The sequence of returns matters most in the distribution phase of retirement. Access to a non-correlated side account can make a huge difference when a person is no longer forced to sell at a loss. In fact, this could be a $3,000,000 decision!

Join me for the webinar to learn how you can help your clients optimize their retirement income strategy with one simple addition.