Skip to main content
MOKAN Wealth
MOKAN Wealth

Sequence of Returns Risk With Investing Near/In Retirement

SummaryThis episode goes into the intricacies of investing in retirement, focusing on long-term S&P growth, sequence of returns risk, and bucket approaches. It emphasizes the impact of market volatility on retirement income and the importance of strategic investment decisions. The episode concludes with a call to action for seeking professional advice.Takeaways‣ Understanding the impact of market volatility on retirement income‣ The importance of strategic investment decisions in retirement planning‣ The significance of sequence of returns risk in retirement investing‣ The value of seeking professional advice for retirement planningHow Long It Takes To Recover Source: https://ihodl.com/infographics/2018-11-26/chart-day-profits-required-recover-all-losses-investment/2000-2009 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2000?amount=100000&endYear=20092010-2019 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2010?amount=100000&endYear=20192000-2023 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2000?amount=100000&endYear=2023S&P 500 Long Term Returns Source: https://tradethatswing.com/average-historical-stock-market-returns-for-sp-500-5-year-up-to-150-year-averages/#:~:text=The%20average%20yearly%20return%20of,including%20dividends)%20is%207.44%25.

This content is for educational purposes only and is not investment, tax, or legal advice.

Next Step

Start with a plan, not a portfolio transfer.

You've saved for decades in 401(k)s and IRAs, and the taxes on that money haven't been paid yet. A Retirement Fit Meeting gives you a clearer picture of how taxes may affect your retirement income, even if you decide not to move forward.