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12.19.2022 - RISA

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Wade Pfau’s Retirement Income Style Awareness Tool (RISA®)
Presented by Wade Pfau, PhD, CFA, RICP®,
Wade Pfau

As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged and it is hard for retirees to identify which strategies match their personal style.

Join Wade Pfau for a presentation based on research that identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style. It describes a workable retirement model by showing how the factors connect to four main retirement income strategies: systematic withdrawals with total return investing, risk wrap with deferred annuities, protected income with immediate annuities, and time segmentation. Approaching retirement income agnostically and matching retirement income strategies based on an individual’s personal retirement income style may lead to improved outcomes for retirees.

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