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The (f)law of averages challenges a dangerous assumption we see far too often in retirement planning: The use of average life expectancy as a reliable planning target.
The question is: If you make it to retirement - are you already above average - and if that’s true, how do we use that in our planning?
I share six key takeaways from the article:
After that, I answer a listener question: Can you really self-insure for long-term care and use the tax code to make your dollars go further? One listener heard about using the medical expense deduction to offset the cost of care — and wants to know which types of care actually qualify. So, what does qualify?
Resource:
Article by Jeffrey Dellinger in Advisor Perspectives: Life Expectancy: The (F)Law of Averages
Connect with Benjamin BrandtFollow Retirement Starts Today in:Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart
Get the book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement
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457457 ratings
The (f)law of averages challenges a dangerous assumption we see far too often in retirement planning: The use of average life expectancy as a reliable planning target.
The question is: If you make it to retirement - are you already above average - and if that’s true, how do we use that in our planning?
I share six key takeaways from the article:
After that, I answer a listener question: Can you really self-insure for long-term care and use the tax code to make your dollars go further? One listener heard about using the medical expense deduction to offset the cost of care — and wants to know which types of care actually qualify. So, what does qualify?
Resource:
Article by Jeffrey Dellinger in Advisor Perspectives: Life Expectancy: The (F)Law of Averages
Connect with Benjamin BrandtFollow Retirement Starts Today in:Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart
Get the book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement
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