CHICAGO -- Have you been taking your clients' happiness into account when developing retirement spending plans?
A new withdrawal rate strategy from J.P. Morgan does just that, according to S. Katherine Roy, executive director and chief retirement strategist, who spoke about the firm's recent research paper, "Breaking the 4% Rule," at HighTower Apex, the first conference from the Chicago-based platform provider.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access