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Start Over
When Your Client's Drawdown Pays-Off.
- Source :
- Financial-planning.com; 8/31/2015, p12-12, 1p
- Publication Year :
- 2015
-
Abstract
- The article discusses how clients and business benefit when retirement enters the decumulation stage according to financial advisors. Topics include why the recommendation that a client begin decumulating assets does not come easy, the need for advisors to consider the current economic landscape and challenges that come with it, and the lessons learned by advisors from how to start the drawdown from their experiences with family members.
Details
- Language :
- English
- Database :
- Complementary Index
- Journal :
- Financial-planning.com
- Publication Type :
- Periodical
- Accession number :
- 109219470