Strategies for a Sustainable Income

Strategies for a Sustainable Income

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Presenter: Mark Lange from the Society of Financial Awareness (SOFA)
This is the second in a series of four financial awareness workshops
Registration is required. Register through the Butterfield Library calendar for this virtual event

Strategies for a Sustainable Income: what are the key factors you have to examine today

  • Life Expectancy and rising health care costs
  • Impacts of Inflation over an extended retirement
  • Long Term Care Costs
  • Possible changes to Social Security
  • 3 factors that affect Portfolio efficiency
  • Impacts of Interest rate changes on Fixed Income Portfolios
  • Guaranteed versus Variable Income
  • Portfolio Risk Attributes-not all risks are equal
  • Roth IRAs as a tax and estate planning strategy
  • Sequence of Return Risk- the RETIREMENT Killer

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