HS 352 Audio: Financial Decisions for Retirement episodes:

• June 07, 20128-7 Identify the basic investment features and typical subaccounts in variable deferred annuities.

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• June 07, 20128-8 Describe the features of guaranteed living and guaranteed death benefits offered in variable annuity contracts.

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• June 07, 20128-9 Compare and contrast the value of investing in variable deferred annuities versus mutual funds.

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• June 07, 20127-0 Overview

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• June 07, 20127-1 Describe the most common risk-return paradigm for managing a retirement portfolio.

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• June 07, 20127-2 Discuss the issues associated with determining an appropriate asset allocation, withdrawal rate, and probability of failure for a retirement portfolio.

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• June 07, 20127-3 Identify the optimal harvesting sequence.

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• June 07, 20127-4 Identify ways to sell a client on a retirement portfolio allocation.

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• June 07, 20127-5 Consider the practical issues of taking a monthly withdrawal and computing an inflation factor in order to determine inflation adjusted withdrawals.

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• June 07, 20127-6 Understand the RIS quotient method of determinging the clent's decumulation rate and its implications for retirement planning

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