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Retirement Planning


Key questions

  1. How will my assets spend down and what will my quality of life look like?
  2. How do I withdraw money from my retirement accounts?
  3. How do I maximize my pension benefits? (If you have one.)
  4. What is a safe withdrawal rate?
  5. What is longevity risk?
  6. What is sequence of return risk?
  7. Should I retire with current market conditions?
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.