401(k) Specialist Issue 1 - 2024 - 41

Here is an example that aims to defend
against Sequence of Return Risk and to rerisk
in retirement to extend the life of assets.
PTDA subscribers need to closely scrutinize
and understand the glidepaths they're
signing on to.
100
90
80
70
10
20
30
40
50
60
Conclusion
It was the Roman philosopher Seneca who
first uttered the poignant observation, " Luck
is what happens when preparation meets opportunity. "
There will be a stock market crash.
It will shock participants in TDFs much more
than it did in 2008 because:
* Today TDFs hold $3.5 trillion while there
was only $200 billion in 2008.
* Today 78 million Baby Boomers are in the
Risk Zone, while they weren't in 2008
This time there will be a clamor for safety,
V-Shape is both
" To " and " Through "
to protect against a future repeat. That's the
opportunity. New safe TDFs will come on the
market, but advisors are not in the business of
creating funds.
The opportunity for advisors is in PTDAs that
are designed to make advisors the quarterbacks.
The next crash will spook a stampede to
newer safer PTDAs.
Protects against
Sequence of Return Risk
Choice 1: Low, Middle, High Risk
Ron Surz is CEO of Target Date Solutions (TDS), cohost
of the Baby Boomer Investing Show (BBIS),
and author of the book " Baby Boomer Investing
in the Perilous Decade of the 2020s. " TDS licenses
target-date fund usage of Ron's patented Safe
Landing Glide Path® (SLGP) that actually protects
beneficiaries as they approach retirement. He can
be reached at Ron@TargetDateSolutions.com.
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401(k) Specialist Issue 1 - 2024

Table of Contents for the Digital Edition of 401(k) Specialist Issue 1 - 2024

Table of Contents
401(k) Specialist Issue 1 - 2024 - Cover1
401(k) Specialist Issue 1 - 2024 - Table of Contents
401(k) Specialist Issue 1 - 2024 - 1
401(k) Specialist Issue 1 - 2024 - 2
401(k) Specialist Issue 1 - 2024 - 3
401(k) Specialist Issue 1 - 2024 - 4
401(k) Specialist Issue 1 - 2024 - 5
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