Generating sustainable income in retirement
In this insightful video, Simon Molica, Fund Manager - Active Portfolios - AJ Bell, tells us what the 4% rule is, why we should consider sequencing risk, and what the current risks are with generating income in the current market environment.
Simon was a speaker at AJ Bell’s ‘On the Road’ tour – Retirement-focus seminar, held on 18 July 2019.
The value of investments can go down as well as up and your client may not get back their original investment. Tax treatment depends on your individual circumstances and rules may change.
For professional advisers’ use only.
Not to be used by retail clients.