Title: Retirement Income and the Risk of Outliving Your Assets
Speaker: Mitch Zacks, MBA, Zacks Investment Management
Sponsored by: IMCA 2012 Platinum Partner—Fidelity
CE Credits: One hour CIMA®, CIMC®, CPWA®, and CFP®
Broadcast expires: For continuing education credit, you must purchase and listen to this broadcast by October 31, 2013
Retirees depending on income from their nest egg face challenges of providing current income while obtaining asset growth to offset the risk of outliving their assets. Mitch Zacks discusses the current economic environment and offers a balanced view of the risks and rewards concerning traditional fixed income assets as well as income alternatives including dividend paying stocks and master limited partnerships.
Mitch Zacks serves as director of quantitative modeling and senior portfolio manager of Zacks Investment Management, where he is integrally involved in the firm’s research efforts and has portfolio responsibility for several of the strategies. He is the author of a book about quantitative investment strategies, Ahead of the Market, and is a former weekly columnist with the Chicago Sun-Times. He has been featured in the Chicago Tribune and on CNBC. He earned a BA in economics from Yale University and an MBA in analytic finance from the University of Chicago.