How do advisers estimate a client’s longevity?
July 18, 2019
“Ken Waltzer, co-founder and managing director of KCS Wealth Advisory, mostly falls in a range between 99 and 104, erring on the longer side for younger clients in their 30s and 40s.
“What is the risk you’re planning for? You’re planning for the risk they’ll live too long,” said Mr. Waltzer, a former physician. “And there are more and more people living over age 100.””
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