Understanding and Managing Sequence of Returns Risk in Retirement

One of the most overlooked risks retirees face is sequence of returns risk, which occurs when market declines happen early in retirement while withdrawals are being taken from the portfolio. Even when two investors earn similar long-term average returns, the order in which those returns occur can lead to dramatically different outcomes for retirement income and portfolio longevity.

Join our Chief Planning Officer, Jeffrey Levine, for an educational discussion on how sequence of returns risk may affect retirement outcomes, plus the steps investors can consider to help build resilience into their retirement income strategy. We'll explore withdrawal sequencing, tax-aware distribution strategies, guaranteed income options, and practical ways to navigate market volatility while maintaining confidence in your long-term plan.

What You’ll Learn:

In this session, we’ll cover:

• What sequence of returns risk is and why it matters in retirement
• How market declines early in retirement can affect long-term income
• Strategies to help manage sequence risk and improve portfolio resilience
• Tax-smart withdrawal planning across taxable, tax-deferred, and Roth accounts
• Steps retirees can take after experiencing a market downturn

Who Will Benefit: 

This webinar is designed for pre-retirees and retirees who want to better understand how market volatility, withdrawal decisions, taxes, and income strategies can affect their financial security in retirement.

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