Road to Retirement: Endowment Spending Policy & Dividend Income

In my years of working directly with clients and in teaching retirement planning to financial professionals, I’ve studied retirement income planning methodologies extensively. Thornburg Investment Management has researched an approach on how to develop an “Endowment Spending Policy” in retirement, and in this webinar, I talk with Andrew Rice, Director of Advisor Solutions at Thornburg, about their findings on how to structure your assets for a successful retirement.

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How Safe is The "4% Safe Withdrawal Rule”?

The 4% Rule was an evolution in thinking about retirement income when it was developed, but today, it is ineffective for several reasons. Learn why the 4% Rule is not ideal, as well as investment strategies that can help maximize your retirement savings!

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