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Retirement Part 3: Withdrawal Strategies

  • 4 Weeks

Course Overview

We'll deep dive into glide paths in retirement and how they relate to risk. Different strategies, including CAPE based safe withdrawal rates, will be explored. Learn how to calculate how much you can withdraw in retirement each month using your preferred strategy. Questions we'll tackle include: *What should my glide path in retirement look like based on my risk-reward tolerance? *How often should I rebalance my portfolio? *What tax strategies should I employ in retirement to increase reward and/or decrease risk? *If I need to take out more money one or more months, how does that change things? Can I correct for this later on? Time Commitment: *4-Week Consecutive Course *1.5 Hours of Class Time per Week *1.5 Hours of Homework per Week Who Should Take This Course: Anyone who have completed the Intro Retirement Bootcamp or has equivalent knowledge. You do not need to have completed "Retirement Part 2" in order to participate. You should be interested in learning how much you can withdraw in retirement under different scenarios.

Ready to Enroll?

Our live, small-group classes meet on a set schedule throughout the year. Click the "Start Dates" button to see when classes begin. Click the "Enroll Now" button to reserve your spot.

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