WealthVest Releases – Estimating Retirement Income In A High Valuation, Low Rate Environment in Sustainable Withdrawal Rates for New Retirees in 2016
The newly updated white paper, Rethinking Retirement: Sustainable Withdrawal Rates for New Retirees in 2016 (download here) , is a must-read for financial professionals in the field of retirement income planning. It includes:
- Estimates of 'safe' withdrawal rates for new retirees in 2016
- A survey of actual and predicted sustainable spending rates since 1871
- Context around today's unprecedented stock and bond market valuations
Authored by
- Offer comprehensive research into sustainable withdrawal rates after fees have been deducted,
- Evaluate the consequences of sequence of returns risk in the current low-yield environment, and
- Factor in longevity risk, since 30 years may no longer be a conservative planning horizon.
Rethinking Retirement explores the probability of success (or failure) for various withdrawal rates in diverse retirement circumstances, and offers valuable insights about sustainable rates for new retirees. You can get a copy of the paper (download here).
Pfau is a two-time winner of the
Pfau earned a doctorate in economics from
Moving from National Sales Manager to Chief Marketing Officer at American Skandia, Wade led the development of one of the industry's highest performing sales teams, reaching 125 field wholesalers in the wirehouse, bank, and financial planner channels, and selling variable annuity, 401(k), mutual fund, and variable life. American
After the sale of American Skandia, Wade, his wife, and three boys traveled the world for a year, at one point living in
WealthVest Marketing
WealthVest Marketing is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest's focus is on creating product with the highest consumer value – which is attractive to the best financial professionals and brokerage firms.
The company possesses two sales teams: a field wholesaling team dedicated to banks and broker-dealers, which together form the fastest-growing subset of the index annuity marketplace, and a team dedicated to independent professionals. WealthVest has relationships with over 130 banks and broker-dealers around
Read the full story at http://www.prweb.com/releases/2016/10/prweb13767921.htm
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