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Put returns into context: Segmenting wealth by purpose can help put investment risk and performance into context.\n2. Hold off on refilling your Liquidity strategy: Depleting the Liquidity strategy assets during a bear market increases the remaining portfolio's allocation to stocks, helping to position it for the recovery.\n3. Tax loss harvest: Realize capital losses to help you to reduce tax drag and add to the after-tax return potential of your taxable assets.\n4. Rebalance: To make sure your portfolio doesn't drift too far from your target allocation, we recommend rebalancing your portfolio periodically using an allocation-based rule of thumb.\n5. Accelerate planned Roth conversions: Bear markets present an opportunity to accelerate planned Roth conversions for two reasons:\ni. 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for more information.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:32.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e480bdc-9532-4001-a1e4-98627222255e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.23, "x": 0.738, "y": 0.445 }, "kind": "callout", "text": "5% chance that one of you will live 40 years past age 60", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:32.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6580d59-a3a5-4f02-bc60-2723f3ed602c", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.85, "x": 0.038, "y": 0.25 }, "kind": "chart", "text": null, "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Area chart", "slug": "area", "status": "active", "canonId": "019de52c-ff89-71e0-911e-5cab78b90f53", "version": 1, "description": null }, "framework": null }, "subkind": "area", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:32.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57bb47fe-043e-46d9-afbc-7bf856a1e989", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Probability of survival: 50%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:39:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b373-49ab980bca9f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.038, "y": 0.93 }, "kind": "source-note", "text": "Source: UBS, Social Security Administration Period Life Table 2019, as used in the 2022 Trustees Report.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:32.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9dff461-49cd-4c1e-a0b4-05e903e02928", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.038, "y": 0.15 }, "kind": "subtitle", "text": "Probability that one partner in a 60-year-old male-female couple will live to a given age", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:32.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0113922-3ed4-4bec-a36e-2ef2ce106355", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.038, "y": 0.075 }, "kind": "title", "text": "How many years will your retirement last?", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:32.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f6c1c0c-75ef-4fc9-84a8-7186a9df7286", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "analysis", "title": "The table highlights the 'Moderately Aggressive' column and the '40 years' row, with a specific example calculation provided below the table.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 7, "textChars": 1517, "nDataPoints": 20, "notes": "The table highlights the 'Moderately Aggressive' column and the '40 years' row, with a specific example calculation provided below the table.", "elementsJson": [ "headline_text", "data_table", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:13:33.109+00", "seconds": 2.974, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd57-ee505d99d7cc/24", "deck": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc", "deckAnchor": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc#slide-24", "deckJson": "/decks/019dd923-5e88-73ef-bd57-ee505d99d7cc.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.92, "x": 0.04, "y": 0.72 }, "kind": "callout", "text": "Example: If you plan to withdraw $300,000 per year from your portfolio for 40 years of retirement (with a 2.4% annual cost-of-living increase) and you plan to invest in a Moderate Aggressive portfolio, you will need to save and invest about $8.94 million. (29.8 x $300,000 = $8.94 million).", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:33.109+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77bbd999-9f97-4932-9938-161e31ea51d5", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Example: If you plan to withdraw $300,000 per year from your portfolio for 40 years of retirement (with a 2.4% annual cost-of-living increase) and you plan to invest in a Moderate Aggressive portfolio, you will need to save and invest about $8.94 million.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b376-15240dcf7e57", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "wealth-to-withdrawal multiple: 29.8x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b376-1b0c9a997433", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "Source: UBS. Note: Longevity strategy portfolios are based on UBS's nontaxable SAAs without nontraditional assets in combination with a three-year Liquidity strategy portfolio holding 50% US cash and 50% US fixed income; all risk and return characteristics are based on UBS's 2023 equilibrium CMAs. Timeframes may vary. Strategies are subject to individual client goals, objectives, and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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(3.3% x $10 million = $330,000).", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:33.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d524a6b-474d-4862-b839-8e2b96c810b1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.26, "x": 0.73, "y": 0.02 }, "kind": "callout", "text": "Please see Beyond the 4% rule: Am I ready for retirement? for more information.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:33.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d628b8e6-1c98-45dc-b444-65e66af44fb3", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Example: If you plan to save and invest $10 million in a Moderate Aggressive portfolio to fund 40 years of retirement, this will fund about $330,000 of spending in the first year, increased annually by 2.4% to account for increases in the cost of living.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:39:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b373-633cad4bbb1f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Withdrawal rate: 3.3%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:39:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b373-6693864b0e24", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.92, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "Source: UBS. Note: Longevity strategy portfolios are based on UBS’s nontaxable SAAs without nontraditional assets in combination with a three-year Liquidity strategy portfolio holding 50% US cash and 50% US fixed income; all risk and return characteristics are based on UBS’s 2023 equilibrium CMAs. Timeframes may vary. Strategies are subject to individual client goals, objectives, and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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"framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:40:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b375-fa32a60328d7", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.52, "y": 0.18 }, "kind": "chart", "text": "Effective tax rates with and without a series of partial Roth conversions during the early retirement \"gap years\"", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 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null }, { "bbox": { "h": 0.07, "w": 0.4, "x": 0.51, "y": 0.24 }, "kind": "paragraph", "text": "Required minimum distributions (RMDs), as a percentage of a Traditional IRA balance, at each age. Uses distribution periods based on the IRS's Uniform Lifetime Table.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:40.317+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f9801f6-22a8-4de7-bd43-26d9b1c89e39", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.51, "y": 0.19 }, "kind": "paragraph", "text": "How much will the RMD be each year?", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:40.317+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "515221fc-cfe5-45b2-af8f-487ab1698c70", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.4, "x": 0.04, "y": 0.24 }, "kind": "paragraph", "text": "You must take your first RMD by April 1 of the year after the year you attain your applicable RMD age. For every subsequent year, you must take the RMD by 31 December.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:40.317+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "664ebe9a-2b33-4851-a8e4-8541dec337a3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.04, "y": 0.53 }, "kind": "paragraph", "text": "Example: If you turn age 73 in 2024, you have until 1 April 2025 to satisfy your first RMD (2024's RMD). And you'll have until 31 December 2025 to take your second RMD. 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Leave your Traditional IRA assets to multiple beneficiaries. Split the IRA inheritance into two parts. 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null }, { "bbox": { "h": 0.65, "w": 0.85, "x": 0.04, "y": 0.2 }, "kind": "chart", "text": null, "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:13:39.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e11d7e7-c9ed-47ab-bf1b-2c339f325e3c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Lifetime gift and estate tax exemption: 6.56 million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:39:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-41a9-74c8-b374-b49fa2595212", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.64, "y": 0.04 }, "kind": "source-note", "text": "Please see 2024 Tax fact sheet for more information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": 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