Matt Sadowsky, RICP®, CRPC®, is Director of Retirement and Annuities at TD Ameritrade. His team coordinates products, tools, and services to address retirement needs of clients. He also serves as President of The TD Ameritrade Insurance Agency, LLC, overseeing distribution of third-party annuity products.
Matt graduated cum laude with a dual degree in philosophy and entrepreneurial management from the University of Pennsylvania College of Arts and Sciences and Wharton School of Business. He holds FINRA Series 7, 24, and 66 licenses, and is nationally licensed in both life and health insurance.
Learn why estate plans aren’t just for the wealthy, and what you can do to protect yourself and your loved ones.
When retirement planning, there are many things to consider while assessing your income, expenses and assets. These 6 steps can help turn your goals into acti
You've worked hard to save for retirement, so now it's important to enjoy the fruits of your labor.
Is a dynamic approach to retirement fund drawdowns right for you? Go beyond the 4% rule and explore other strategies.
Learn about the “bucket approach,” a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.
When considering how and when to draw down your retirement funds, look beyond the 4% rule and consider sequence of return risk.
Part 1 of the 4-part "Drawing it Down" series looks at the 4% rule, and why the rule-of-thumb drawdown strategy may be in need of tweaks.
The classic age/asset allocation formula is one place to start thinking about your retirement portfolio makeup. But the discussion shouldn’t stop there.
The global financial crisis and other recent market developments raise questions over the validity of the 4% withdrawal guideline for retirement funds.
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