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For clients and prospects in or nearing retirement, there is no question that's more important, and knowing how to answer it will give you the edge over the competition with this demographic.
You can make the difficult transition into retirement easier on your clients by helping them explore their expectations and desires. Your relationship will be stronger for it—and don't be surprised if it brings in referrals.
Price-to-earnings ratios are one way to gauge whether a distribution portfolio has staying power. Withdrawal rate as a percentage of portfolio value or compared with annuity payments are two more. Following are five indicators that will give you eight to 30 years' advance notice of when a portfolio will be depleted.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025