“Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic approach to spend-down can help.” Robert Cannon Transitioning from being a saver in the. . .
It’s more or less a given that the asset allocation of a person’s retirement portfolio should evolve as they age. Many advisors use the glide path formula to achieve the. . .
“Deferred income annuities have a proven track record of helping seniors guard against longevity risk in retirement. A DIA allows you to create a stream of predictable, tax-advantaged income that. . .
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“If you’re approaching retirement and have a low risk tolerance, a capital preservation strategy may be your best option.”- Jeff Kennedy People who are approaching retirement or are already retired. . .
When people think about saving and investing money, they first ask: “What should I invest my money in?” To answer that question, the following questions should be answered: You may. . .
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