Friday, April 11, 2025
12:00 p.m. CT / 1:00 p.m. ET
Financial professionals often view retirement income planning through the lens of the 4% rule, but changes in longevity and a lower-return environment challenge conventional wisdom about safe withdrawal rates.
Join wealth management expert Michael S. Finke, Ph.D., as he explores factors that can affect how your clients access and spend retirement funds to meet their needs and objectives, including:
This webinar is for financial professionals only.
Professor of Wealth Management and Frank M. Engle Distinguished Chair in Economic Security • The American College of Financial Services
Michael S. Finke, Ph.D. is a Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College, is a Research Fellow at the Retirement Income Institute, and serves as a Trustee on the Pension Reserve Trust of Puerto Rico. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. Products and features may be limited by state availability, and/or your selling firm's policies and regulatory requirements (including standard of conduct rules). Contact Jackson for more information.
Michael S. Finke, Ph.D. and The American College of Financial Services are not affiliated with Jackson National Life Distributors LLC.