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Retirement Income Challenge: Day 2

RISA® Profile and Interpretation

Homework

Please use the worksheet below to gather the information you will need to complete the Funded Ratio Analysis on Day 3.

Click Here to Download Funded Ratio Data Gathering Worksheet

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Retirement Income Challenge

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Retirement Income Challenge Day 1
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Retirement Income Challenge Day 2
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Retirement Income Challenge Day 3
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Retirement Income Challenge Day 4
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Sustainable Spending From Investments

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Total Return

How to Create Your Retirement Income Plan

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Designing Your Asset Allocation

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Sustainable Spending from Investments Main Page

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Ongoing Investment Management Main Page

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Why The Markets Work Main Page

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Risk Wrap

How to Create Your Retirement Income Plan

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Understanding and Interpreting Annuities and Annuity Contracts Main Page

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Annuities and Risk Pooling

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Designing Your Asset Allocation

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Sustainable Spending from Investments Main Page

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Time Segmentation

How to Create Your Retirement Income Plan

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Designing and Implementing Your Bond Ladder Main Page

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Understanding and Using Time Segmentation Strategies Main Page

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How Do Bonds Work? Making Sense Of Bond Returns

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Managing Inflation In Your Retirement Income Plan

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Income Protection

How to Create Your Retirement Income Plan

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Understanding and Interpreting Annuities and Annuity Contracts Main Page

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Annuities and Risk Pooling

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Developing a Social Security Claiming Strategy Main Page

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Managing Inflation In Your Retirement Income Plan

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Creating Your Retirement Plan

How to Create Your Retirement Income Plan

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Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan

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Medicare Decisions and Health Expenses for Retirees 2023

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Long-Term Care Planning Main Page

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Developing a Social Security Claiming Strategy Main Page

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Understanding Retirement Expense Dynamics: Expense Categories and Risks

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Living in Retirement

The Vanishing Work – Retirement Threshold

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On Your Own in Retirement: Special Considerations for Singles, Divorcees and Widows

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Family Dynamics and Your Retirement Plan – At the Intersection of Love and Money

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Optimizing Your Other Portfolio: Maximizing Returns from Your New Time Affluence in Retirement

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Housing Decisions for Retirement Main Page

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Non Financial Side of Retirement Main Page

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Health in Retirement

Long-Term Care Planning Main Page

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How to Manage the Physical, Behavioral, and Mental Health Risks to Your Retirement

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Medicare Decisions and Health Expenses for Retirees 2023

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Health Risk in Retirement: How to Think About It and What to Do About It

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Investment Deep Dive

Why The Markets Work Main Page

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Taming the Factor Zoo – Making Sense of Investment Risk Factors

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Designing Your Asset Allocation

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Sustainable Spending from Investments Main Page

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How Do Bonds Work? Making Sense Of Bond Returns

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Understanding and Using ESG Investments

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Factor Investing: Research and Practice Main Page

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Ongoing Investment Management Main Page

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Finding the Right Balance on Rebalancing

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Retirement Income Challenge

Retirement Income Challenge Day 1

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Retirement Income Challenge Day 2

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Retirement Income Challenge Day 3

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Retirement Income Challenge Day 4

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