Timing is Everything… When Making Withdrawals (22:18)
Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals made during low or negative return years. It may not be something thought about regularly, but it is something that everyone should consider, especially when planning for retirement. We’re joined by Justin Richter of Mariner Wealth Advisors who helps us understand what the overall impacts of taking distributions in a down market can look like over time and explain what strategies can be put in place to mitigate this risk.
The views expressed are for commentary purposes only and do not take into account any individual personal, financial, or tax considerations. It is not intended to be personal legal or investment advice or a solicitation to buy or sell any security or engage in a particular investment strategy.