From Assets to Income: A Goals-Based Approach to Retirement Spending

Overview

Although the population and life expectancies of U.S. retirees are increasing, portfolio yields remain at historically low levels. As defined benefit income becomes less commonly available, the need for informed retirement portfolio spending strategies is more critical. Because every investor's financial situation is unique, there is no one-size-fits-all solution. Developing and implementing a personal spending strategy can reduce anxiety and stress about the ability to meet retirement income goals.

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