Go deeper into Sequence of Returns with our new StepUp series

Peter Wouters has developed a special series of StepUp Newletters to accompany his recent TRIIPSS webinar “Sequence of Returns Risk and Retirement Income Strategies”.

In part 4, “What is a Guaranteed Withdrawal Minimum Benefit (GMWB)?”, we explore a product solution that can provide a guaranteed income for life and allow investors to participate in the market.

In part 5, “Investor Behaviour”, we answer two popular GMWB questions: Am I locked in to getting a fixed amount of income no matter how my portfolio performs with one of these plans? And are these guarantees fixed on my initial deposits?

Catch up on our "Order to Disorder" series here if you’re missing parts 1 to 3:

• Part 1: The Risk of Longevity
• Part 2: Rate of Return and Impact on Accumulation vs. Withdrawal Periods
• Part 3: When did you get on the rate of return cycle?

Coming soon: the final parts of our series, #6 and #7!

Now available on demand: TRIIPSS webinar Sequence of Returns Risk and Retirement Income Strategies

Join Peter Wouters as he takes a timely look at some of the risks investors face in their retirement, including how sequence of returns risk can disrupt an otherwise well put together retirement plan. Peter will explore strategies you can use to help pre-retirees and retirees avoid this and other retirement income risks.

CE credits offer expires August 27, 2020.