A Data Driven Approach to Retirement Planning

The American Association of Individual Investors held a live webinar event on Wednesday, March 5, 2025, presented by Craig Israelsen, Ph.D., and AAII’s Cynthia McLaughlin.

Retirement is one of the biggest financial journeys of your life — so why go in blind? The Retirement Portfolio Analyzer (RPA) lets you test-drive your retirement portfolio before making life-changing decisions. See how different investment choices, withdrawal strategies and Social Security timing impact your long-term security before they happen. Israelsen, the creator of the RPA, demonstrates how this tool works in real time.

AAII Retirement Investing is a must-have for retirement planning, tackling key challenges like target-date funds, beneficiaries, annuities and Social Security benefits with insightful articles and resources. Cynthia McLaughlin, lead editor of AAII Retirement Investing, walks you through the service’s features, showing how it provides the knowledge and know-how to enable you to meet your retirement needs.

Watch this webinar and learn:
How to test-drive your retirement portfolio using the RPA and adjust key factors like asset allocation, withdrawal strategies and Social Security timing.
Common retirement pitfalls and how to avoid costly mistakes that could impact your financial security.
Key insights from AAII Retirement Investing, including strategies for target-date funds, annuities and optimizing Social Security benefits to ensure your portfolio lasts.

AAII Retirement Investing Website ()
Retirement Investing Monthly Newsletter (https://retirement.aaii.com/monthlyne...)
Retirement Investing Weekly Insights (https://retirement.aaii.com/weeklyins...)
Retirement Investing How-To Resources (https://retirement.aaii.com/resource....)
Other Retirement Investing Videos (https://retirement.aaii.com/videos.cfm)
Subscribe to AAII Retirement Investing (https://invest.aaii.com/retirement-in...)

Retirement Portfolio Analyzer Order Form (https://www.aaii.com/files/images/7Tw...)
AAII Journal Retirement Planning Article Archive (https://www.aaii.com/journal/category...)
AAII Journal Articles by Craig Israelsen (https://www.aaii.com/authors/show/cra...)
Retirement Planning and Withdrawals Community (https://community.aaii.com/communitie...)

Register for upcoming webinars: https://www.aaii.com/webinars

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

A Data-Driven Approach to Retirement Planning | AAII