How can a plan participant determine how much can safely be withdrawn from an account after retirement? What is your clients’ risk tolerance? Find out at the 2014 NTSA 403(b) Summit, to be held in Washington, D.C., June 22–24.
Michael Kitces, a financial planner, commentator, speaker and educator who serves as practitioner editor of the Journal of Financial Planning and is partner and Director of Research at the Pinnacle Advisory Group, Inc., answers these questions and more as he shares his insights in two sessions. Click here for a short video message from Kitces about his presentations and the Summit.
Kitces will address expanding the framework of safe withdrawal rates — including discussion of the 4-percent rule, as well as how fees, investment costs and taxes affect sustainable spending. He also will discuss how an advisor can address risk with clients, how risk tolerance questionnaires don’t always meet expectations and how to ensure that portfolios are optimally designed for retiring clients.
At the 403(b) Summit, you’ll experience a power-packed agenda that mixes political strategy, cutting-edge marketing and sales techniques, compliance expertise and best practices. And we’ve built in plenty of time for networking with the kind of folks who can make 2014 your best year yet. Support the work of NTSA by joining your peers in Washington, D.C., from June 22–24. Click here to register; don’t delay — registration closes this Friday, June 13!