AAII Silicon Valley Workshop: Safe Withdrawal Rates from your Retirement Portfolio

This is the sixth in a series of interactive Financial Planning Workshops covering investing, retirement planning, safe withdrawal rates, estate planning and much more. This session will focus on safe withdrawal rates from your retirement portfolio. These workshops assume no prior knowledge, and are suitable for people of all stages of life.

YOU WILL LEARN:

1. About Bengen’s 4% rule and variations thereof
2. Bucket techniques for your portfolios
3. About required minimum distribution (RMD) strategy and other withdrawal considerations

Presented by: Fred Smith, Registered Investment Adviser

Fred Smith is a long-term board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Fred is currently a registered investment adviser with a financial planning practice in Los Gatos.

EVENT DETAILS

When: Monday, March 28, 2016 from 7:00 PM to 9:00 PM (PST)

Where: Los Alto Library, 13 S. San Antonio Road, Los Altos, CA 94022 Map: http://tinyurl.com/h6lcwaj

More information about AAII-Silicon Valley can be found at: http://www.siliconvalleyaaii.org/ and at https://www.facebook.com/sv.aaii/

AAII-SV can be contacted at: mailto:aaiichapter_siliconvalley@yahoo.com

General information about AAII can be found at: http://www.aaii.com/

AAII Silicon Valley is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.