Retirement Portfolio Analysis

Craig Israelsen
November 4, 2021 from 7:00 pm to 9:00 pm

Using a live spreadsheet that draws upon decades of historical data, this presentation examines the durability of retirement portfolios when money is being systematically withdrawn. The impact on retirement income and portfolio survival of a wide variety of variables can be tested in “real time” (asset allocation, portfolio cost, method of withdrawal, age of retiree, fixed or variable COLA, etc.).

ABOUT THE PRESENTER

Craig L. Israelsen, Ph.D., has spent more than 30 years teaching family finance at the university level (University of Missouri-Columbia, Brigham Young University, Utah Valley University). He now teaches at Utah Valley University in the Financial Planning Program.
He writes monthly for Barron’s and ETF.com. He is the designer of the 7Twelve Portfolio (www.7TwelvePortfolio.com). Israelsen’s research has been cited in the Christian Science Monitor, The Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine and Bottom Line Personal.

Attend this seminar to learn:

    • The historical performance of various asset classes in the context of a retirement portfolio (when money is being systematically withdrawn).
    • Retirement portfolio durability (survival) under various withdrawal scenarios (4% annually, RMD, COLA-based).
    • The importance of using multiple asset classes in a retirement portfolio and the impact of keeping portfolio costs low.
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