Addressing the Most Damaging Retirement Risks
Stress testing investments is a good start, but we need to complete the tests: Longevity, Disability, Premature Death, and Hyper Inflation.
Stress testing investments is a good start, but we need to complete the tests: Longevity, Disability, Premature Death, and Hyper Inflation.
Learn how to tackle very long plans in the new IncomeConductor plan editor.
A comparison of how various income distribution strategies address, or fail to address risks in retirement.
Learn about how the four retirement phases can enable a clear vision to plan and to anticipate what is likely to come.
Incorporate goals aside from month-to-month income into your plans.
Change the assumptions for clients’ retirement age and longevity estimates.
When setting up a new client, you have the opportunity to add the basic information required to use the various features of Health+.
Add or update Health+ information within the plan editor.
Edit client longevity estimates and settings that affect healthcare spending projections.
Phil discusses considerations for ensuring that both spouses feel as though the plan has been designed for their needs together as well as the needs of the survivor.
Phil discusses stress testing income scenarios against risks of clients living too long, dying too soon, or becoming disabled and requiring long term care.
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