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Timing / Sequence of Returns

Timing risk is the crucial relationship between the retiree’s withdrawal rate and the sequence of portfolio returns which has a dramatic impact on retiree’s financial security in retirement. See the Sequence of Return table in the appendix.

What is the appropriate percentage of the investable assets that can be withdrawn annually and maintain your definition of financial independence?

What is an appropriate asset allocation during retirement to minimize timing risk while providing a high enough return so you don’t out-live your money.

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