Trading Webinars Target Retirement Savings Miscalculations
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A recurring theme across investor forums highlights that nearly 90% of retirees mishandle the order in which they draw down savings, creating avoidable tax drag. Brokers are responding with structured trading webinars that walk clients through sequencing withdrawals across taxable, tax-deferred, and tax-free accounts.
These sessions increasingly pair portfolio drawdown strategy with live market examples, showing how asset allocation shifts near retirement can be tested using demo accounts before real capital is committed.
The push reflects broader demand: as Social Security's long-term reliability is questioned, more near-retirees are turning to structured education rather than ad-hoc advice.