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CE Course: Compendium of Sustainable Withdrawal Rates, Part 1

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

13 min read

New CE course from retirement guru Jim Otar

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.

By Staff |June 5, 2014

1 min read

Purpose-driven sustainable withdrawal rate

Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates for Canadian portfolios

June 5, 2014

13 min read

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

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain the ins and outs of foreign withholding tax on U.S. and international equity index funds and ETFs.

By Justin Bender and Dan Bortolotti |June 2, 2014

14 min read