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®

As the Director of Planning & Strategy for Spaugh Dameron Tenny, Jordan applies his academic and practical experience in the creation and maintenance of the firm’s financial plans, as well as coordinating research efforts for products and strategies that may benefit clients. Originally from Canada, Jordan came to Charlotte on a golf scholarship where he attended Queens University of Charlotte. In addition, Jordan has a Master’s degree in Wealth and Trust Management.

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

Mar 4, 2023 11:45:00 AM

About The Author

Jordan Bilodeau, CFP®