KevinMD.com - Retirement planning: Understanding sequence of returns risk

Jordan Bilodeau, CFP®, partnered with KevinMD.com to share information about retirement planning and how the sequence of returns risk (SORR) can affect your plans. Remember, it’s impossible to predict the future or foretell the market environment when you are ready to retire. Yet, timing can profoundly affect your ability to sustain your income if you plan to withdraw your accumulated assets systematically.

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About The Author

Jordan Bilodeau, CFP®

Jordan Bilodeau, CFP®, CEPA, is the Director of Planning & Strategy at Spaugh Dameron Tenny, where he leads firmwide planning initiatives and helps clients navigate complex financial decisions. With experience in portfolio design, tax strategies, and business succession planning, Jordan works with executives, physicians, dentists, and successful retirees to coordinate every aspect of their financial lives. He holds both the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor designations and has a Master’s degree in Wealth and Trust Management, providing tailored guidance for clients.

KevinMD.com - Retirement planning: Understanding sequence of returns risk

Mar 4, 2023 11:45:00 AM

About The Author

Jordan Bilodeau, CFP®