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Course Summary Financial planner and market theoretician Jim Otar debunks common misconceptions concerning distribution portfolios. This course is accredited by IIROC, FPSC, The Institute for Advanced Financial Education, and the Insurance Council of Manitoba. Please see Accreditation Details for more information. Some of the most common precepts of retirement planning don’t hold up under close scrutiny. […]

  • December 2, 2014 September 19, 2018
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A recent paper by the C.D. Howe Institute’s William B.P. Robson and Alexandre Laurin suggests mandatory RRIF withdrawal rates are the main cause of premature portfolio depletion.

  • November 26, 2014 September 8, 2018
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Help reduce the probability of clients running out of money in retirement

  • October 31, 2014 September 8, 2018
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Traditional tools aren’t likely to optimize clients asset mixes

  • October 14, 2014 September 8, 2018
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Earn CE credits “Compendium of sustainable withdrawal rates, part 2” is eligible for CE credits, see Accreditation details for more information Course summary: Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course, “Purpose-Driven Sustainable […]

  • September 24, 2014 September 19, 2018
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Earn CE credits “Compendium of sustainable withdrawal rates, part 1” is eligible for CE credits, see Accreditation details for more information. Course summary: Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course “Purpose-Driven Sustainable […]

  • September 12, 2014 September 21, 2018
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Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates for Canadian portfolios

  • June 5, 2014 September 12, 2018
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I read an article that suggested more than half of advisors use some form of bucket strategy. But popularity isn’t always a sign of effectiveness.

  • November 18, 2013 September 6, 2018
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Financial planner and market theoretician Jim Otar explains the problems with bucket strategies.

  • October 24, 2013 September 10, 2018
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A common misconception about retirement income planning is that if a portfolio doesn’t grow as planned, all you need to do is bring down withdrawals for a year and it will be back on track for lifelong income.

  • October 23, 2013 September 9, 2018
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