Page 4 - Investment Advisor January/February 2022
P. 4

Features                                                                  JANUARY/FEBRUARY 2022

                                                                                                     VOL. XLII NO. 1








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                          Cover Story


                          Time to Wake Up!
                          By Ginger Szala

                          A look at retirement changes
                          and challenges for 2022
































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                 The 4% Rule Is Dead.              8 Important Facts About           RMD Planning for 2022              Cover Photo-illustration: Chris Nicholls
                 What’s an Advisor to Do?          Risk-Based Retirement             and Beyond
                 By Michael Finke                  Income Guardrails                 By Roger Wohlner
                 Flexible spending seems like an optimal   By Jeff Berman            A client’s tax situation and whether or
                 approach, as does the right mix of                                  not they need money from the RMDs
                 stocks, bonds and risk analysis.                                    are key factors to consider.


             2 INVESTMENT ADVISOR JANUARY/FEBRUARY 2022 | ThinkAdvisor.com
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