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Abstract
Retirees commonly face four risks that can threaten to derail their retirement: longevity, health care, sequence of returns, and inflation. These risks pose a multifaceted challenge that requires a combination of strategies, such as carefully choosing when to claim Social Security, allocating assets to lifetime income annuities, adopting a systematic withdrawal strategy, and planning for long-term care. This article offers a range of ideas and insights to help retirees achieve a more secure retirement.
TOPICS: Retirement, social security, wealth management
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Don’t have access? Click here to request a demo
Alternatively, Call a member of the team to discuss membership options
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UK: 0207 139 1600