Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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The Extraordinary Upside Potential of Sequence of Return Risk During Retirement
Nerd's Eye View Feb. 20, 2019
"[S]equence of return risk truly cuts both ways, creating both the risk of depleting a portfolio too early with a bad sequence (even if returns do average out in the long run), but also the risk of the retiree waiting to long to fully spend and failing to enjoy the assets and income that turned out to be available because a favorable sequence of returns occurred instead!"
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