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WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement

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Manage episode 344660351 series 3221288
Content provided by LifePoint Planning - Doug Oosterhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LifePoint Planning - Doug Oosterhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

**If you hit the 401(k) maximum contribution before the end of the year, watch out! Make sure you are still in a position to get the full company match. Some employers will cease the match and you could miss out.**

One of the most important and relevant topics (especially in 2022) is the sequence (or order) of returns risk in retirement. There is little importance to "average returns" when you are in the withdrawal phase. Make sure you have a plan for it!

Baird Sequence of returns risk PDF.

AXA Equitable SORR PDF.

Athene SORR PDF.

  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 344660351 series 3221288
Content provided by LifePoint Planning - Doug Oosterhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LifePoint Planning - Doug Oosterhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

**If you hit the 401(k) maximum contribution before the end of the year, watch out! Make sure you are still in a position to get the full company match. Some employers will cease the match and you could miss out.**

One of the most important and relevant topics (especially in 2022) is the sequence (or order) of returns risk in retirement. There is little importance to "average returns" when you are in the withdrawal phase. Make sure you have a plan for it!

Baird Sequence of returns risk PDF.

AXA Equitable SORR PDF.

Athene SORR PDF.

  continue reading

30 episodes

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