Are Safe Withdrawal Rates Still Relevant in Today’s Low-Return Environment?

A session at CFA Institute Wealth Management Conference 2013

Friday 22nd March, 2013

9:00am to 10:00am (EST)

  • An overview of the current research on optimal withdrawal rates
  • Analysis of historical safe withdrawal rates recorded in varying return environments
  • Examination of safe withdrawal rate research in low-return environments domestically and internationally

About the speaker

This person is speaking at this event.
Michael E. Kitces

Partner and the director of research at Pinnacle Advisory Group.

Coverage of this session

Sign in to add slides, notes or videos to this session

Tell your friends!


Time 9:00am10:00am EST

Date Fri 22nd March 2013

Short URL


Official event site


View the schedule


Books by speaker

  • The Advisor's Guide to Annuities
  • The Annuity Advisor 2nd edition
  • The Annuity Advisor

See something wrong?

Report an issue with this session