Creating the Sequence of Returns Conversation
With today’s market volatility and the Bear Market looming, watch Erick Lindewall, VP Sales at DMI, dive into Sequence of Returns Risk.
- What is it and how do you explain it?
- Why is the threat to retirement portfolios becoming reality?
- How do you help pre-retirees?
Clients approaching retirement in or near a bear market need to think about “Sequence of Returns” risk – or the risk of experiencing losses in their portfolio just as they retire.
Withdrawing money from a portfolio declining in value can dramatically impact its ability to last throughout retirement (this is especially true if your client is planning for a retirement horizon that could last decades).