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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

Nov 19, 2019

Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals made during low or negative return years. It may not be something thought about regularly, but it is something that everyone should consider, especially when planning for retirement. We’re joined by Justin Richter of Mariner Wealth Advisors who helps us understand what the overall impacts of taking distributions in a down market can look like over time and explain what strategies can be put in place to mitigate this risk.