Sequence of Returns Risk
RetirementThe danger that poor investment returns early in retirement can permanently deplete a portfolio, even if later returns are strong.
Example
Example: For someone with $300,000 in retirement savings planning to retire at 65, sequence of returns risk directly affects their strategy. Since it involves the danger that poor investment returns early in retirement can permanently deplete a, understanding this concept could mean an extra $50,000-$100,000 in retirement assets. Plan with our retirement calculator.