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WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement
**If you hit the 401(k) maximum contribution before the end of the year, watch out! Make sure you are still in a position to get the full company match. Some employers will cease the match and you could miss out.**
One of the most important and relevant topics (especially in 2022) is the sequence (or order) of returns risk in retirement. There is little importance to "average returns" when you are in the withdrawal phase. Make sure you have a plan for it!
Baird Sequence of returns risk PDF.
AXA Equitable SORR PDF.
Athene SORR PDF.
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By LifePoint Planning - Doug Oosterhart
5
77 ratings
**If you hit the 401(k) maximum contribution before the end of the year, watch out! Make sure you are still in a position to get the full company match. Some employers will cease the match and you could miss out.**
One of the most important and relevant topics (especially in 2022) is the sequence (or order) of returns risk in retirement. There is little importance to "average returns" when you are in the withdrawal phase. Make sure you have a plan for it!
Baird Sequence of returns risk PDF.
AXA Equitable SORR PDF.
Athene SORR PDF.