Let’s be honest: If you’re near or in retirement, income investing isn’t optional.
And if you’ve been asking yourself questions like, “Am I withdrawing too much?,” “Will my income keep up with inflation?” or “Do I actually have the right balance between income and growth?” ... it may be time to reassess your strategy before small mistakes become costly ones.
Those of you in or near retirement need to understand how your income investing strategy could make or break your portfolio and determine whether you can actually afford your current lifestyle.
As the lead editor of AAII Dividend Investing, I truly understand the importance of building a strong income investing strategy for retirement, and I know the common mistakes investors tend to make along the way.
Charles Rotblut, CFA Vice President & AAII Journal Editor, AAII
With inflation continuing to eat away at portfolios, investors like you and me need a clear, focused seminar that demystifies income investing strategies and helps us not only keep more of our hard-earned money for the things that matter but also generate reliable income for the years ahead. The AAII Income Investing Seminar does exactly that.
The very first one-hour session will help you answer two urgent questions:
How much income does my portfolio actually need to generate?
Do I have the right mix of assets, or am I exposed to unnecessary risk?
We’re diving right into the biggest question investors face: What is the longevity of my portfolio? Five, one-hour sessions and one dedicated Q&A session might seem like a lot at first, but trust me, we have A LOT to cover.
And of course, as we go on, we’ll answer the big question:
“Do I have a portfolio that will reliably pay me for the rest of my life — and am I managing it as smartly as I could be?"
That’s the one question that you’ll walk away knowing the answer to, or at least knowing how to find the answer.
We’ll talk through the income, allocation, tax efficiency and inflation protection sides of income investing. We’re not just asking “Am I okay today?” We’re also asking, “Will this approach hold up for 20 or 30 more years?” — through market downturns, rising prices and a tax code that can quietly take more than its share.
Every session is essentially a different angle on answering that single question with confidence instead of just guessing and hoping it will all work out in the end.
In our six-week Income Investing Seminar, we’ll show you how to build a bulletproof plan for:
Sticking to a clear income investing strategy that supports long-term goals and decisions
Building reliable income from the stocks and investments you already own
Understanding how bonds and bond ETFs play crucial roles in your portfolio, as well as how each works
Evaluating what you own and recognizing risks you may not realize are there
Keeping more of what your portfolio earns through tax-efficient investment income planning
Income investing challenges that once felt heavy and overwhelming will become clear and easy to understand.
Though this higher-level course explores complex ideas, I will explain all concepts in detail, making it easy to follow along, regardless of your background or experience with income investing.
6 Weeks • Starts June 4, 2026 • $199 Special Charter Rate
We want you to be able to make informed, strategic decisions about taxes and investments. And we want you to be able to feel confident after your six weeks with us are over.
On June 4 at 1:00 p.m. Central Time (and available on demand any time thereafter), I will lead the first seminar session and help you assess your current portfolio so you can clearly know three things:
How much income your portfolio actually needs to generate
How to balance growth, stability and inflation protection
The biggest retirement income mistakes and hidden portfolio risks
I’ll walk through what it means to build an income portfolio so you can immediately start applying a practical framework for structuring income, stability and growth assets together right after your lesson.
Using detailed case studies at different income levels, you’ll see how strategic choices play out in real numbers.
You’ll also receive practical tools, including an income-generating assets landscape one-page handout (organized by role), an income gap worksheet with required/discretionary decomposition and a portfolio yield calculator. I’ll provide prework and homework so you can apply what you’ve learned and come to the next session with your questions.
Each session is a live (and recorded!) focused, one-hour deep dive designed to cut through the smoke and mirrors of income generation. It’s enough time to cover what truly matters without getting lost in the weeds.
We also leave space for your questions, because clarity isn’t optional when it comes to your income strategy.
After six sessions, you’ll know exactly what your portfolio needs to generate, whether your income sources are safe or vulnerable, and what the IRS is costing you that it doesn’t have to.
The AAII Income Investing Seminar covers dividend investing, bonds and bond ETFs, cash and income diversifiers, and retirement tax strategy — all through the single lens of building a portfolio that pays you reliably for the rest of your life.
No generic rules of thumb. Just a rigorous, actionable framework built for investors who’ve already done the work and want to do it smarter.
Over my years at AAII, I’ve devoted myself to helping investors truly understand income investing — not just the basics, but how to build something they can truly rely on.
And through the years, I’ve watched countless investors make decisions that could have cost them thousands. I know what works, what matters and what’s worth your attention.
That’s why I’m uniquely qualified to lead this seminar — to give you strategies that actually make sense and are rooted in evidence, not hearsay.
We’re keeping this first six-week session small by design, so you can get real answers and guidance in a live forum.
We’ve designed our content to be strategy-focused, hands-on and research-backed, emphasizing how decisions in one area affect others.
Your $199 purchase includes lifetime access to all recordings and downloadable resources.
Let’s confront the hardest income investing questions now, together, before hidden risks and poor planning start threatening both your portfolio and the lifestyle you’re counting on it to fund.
Charles Rotblut, CFA Vice President & AAII Journal Editor, AAII
P.S. Have questions or need more information about our six-week income seminar? Feel free to email us at [email protected]. Please do not forward this email.
Disclaimer: This seminar provides educational information about income investing including tax planning strategies. It does not constitute personalized tax and retirement income advice. Consult a qualified professional for guidance specific to your situation.
We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith and we accept no liability for any errors or omissions. The full disclaimer can be read here.
