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Pre-Retirement Sequential Risk - Protecting Your 401K Plan

Over the years we have discussed the topic of sequence risk to avoid bear markets issues at the beginning of retirement. Another aspect impacting many who are retired is the Fed’s Quantitative Easing program, bringing about historic low-interest rates. We’re discussing today the process of avoiding sequential risk 10-15 years before you retire. The last thing you want to do is set a retirement date and then go through a bear market just before that. See how Carlos and Laura Martinez navigate retirement and pension decisions in “Can I Retire During a Recession?” View the embedded file below or see PDF here.

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