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How Fixed Indexed Annuities Help Address Sequence of Returns Risk| EP 61
What if it’s not just how much you earn in retirement, but when you earn it, that makes all the difference?
In this episode of Make It Personal, we dive into a critical but often overlooked challenge in retirement planning: Sequence of Returns Risk. Through the real-life stories of Linda and James, two retirees with similar savings and returns, but drastically different outcomes, we explore how timing can either protect or derail your financial future.
You’ll learn how market losses early in retirement can create long-term damage, especially when you’re drawing income and selling investments…
The skinny
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