Your clients are approaching the drawdown phase, and you need to pinpoint an annual withdrawal rate that ensures they won’t run out of money. If you think the old “4% rule” is the ticket, think again.

Retirement expert Jim Otar has written a new continuing education course explaining why the 4% rule won’t cut it, and what you can do to find the right number for each of your clients:

Purpose-driven sustainable withdrawal rate

Also check out two recently posted courses by PWL Capital’s Justin Bender and PWL Advisors’ Dan Bortolotti:

As Easy as ACB: Understanding and tracking adjusted cost base with ETFs

Foreign Withholding Taxes: How to estimate the hidden tax drag on U.S. and international equity index funds and ETFs

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