Why Investing in Retirement is Different
with
John O'Keefe and Frank Erzinger, AAII Houston
Thursday, January 9, 2025
8:30 AM – 10:00 AM PST/
10:30 – noon (Central Time)
Online Only
We often see and read articles about investing generally from sponsors of investments products but there are major differences in how we invest during the Accumulation phase & the Deaccumulation phase, in other words retirement. This presentation attempts to isolate the drivers of how & when to invest in what asset classes during retirement. It also deals with the ancillary influences of RMDs, income taxes, and what to expect to spend in retirement during three distinct phases.
Registration: This meeting will be online only. To register for this meeting, please go to AAII Houston January Retirement Solutions SIG Meeting (see registration link below). After registering, you will receive a confirmation email containing information about joining the meeting. There is no charge to attend.
https://us02web.zoom.us/meeting/register/tZAtcuuhpz0oH9C946iGydcolcKgZaStuPWZ#/registration
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TODD BLICKENSTAFF
President and Program Chair
Portland, OR Chapter
Co-coordinator Income and Cash Flow SIG Group
American Association of Individual Investors (AAII)
trblick@yahoo.com------------------------------