Case Study: Retirement is not Determined by the Balance of Your Portfolio, But by Your Plan

Published: April 24, 2017, 7:59 p.m.

Managing Associate, D.J. Barker, CWS®, Senior Associate, Jarrett McKenzie, CWS®, CFP®, and Director of Research Troy Harmon, CFA, CVA, delve into a common situation among retirees--the transition from accumulation to distribution. They discuss how important the plan is when it comes to finally withdrawing your retirement savings.