United States
Individual Retirement
It’s never too early for your clients to think about their retirement goals. Whether they’re just beginning to build their retirement savings or they’re looking to generate income during retirement, we have investments and tools that can help you develop a plan for their retirement goals.
56% of retirees said they should have saved more.1
Re-Think Social Security
Many think of Social Security as a monthly government I.O.U. and that they should begin taking benefits as soon as possible. However, this approach could have a negative impact on your plans for retirement.
RetireMetrics®
RetireMetrics uses measures that can help you evaluate mutual funds that may best support an investment strategy for the income needs phase of your clients' retirement.
Retirement Research
This annual survey explores people's retirement expectations and behaviors, as well as the impact of working with a professional in preparing for What's Next.
Income for What's Next Strategy®
Help clients prepare for retirement by developing an income plan.
Solutions
Main Topics
- Other Business Retirement Plans
- Education Savings
- Workplace 529 Program
- Charitable Giving
- DC Managed Advice Options
Additional Topics
Resources
Important Legal Information
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. As a financial professional, only you can provide your customers with personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.
Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact results. FD, LLC cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.
All investments involve risk, including possible loss of principal. Investing in a Franklin Templeton fund does not guarantee one's retirement income needs will be met.
Your clients should carefully consider a fund’s investment goals, risks, charges and expenses before investing. Download a prospectus, which contains this and other information. Your clients should read the prospectus carefully they invest or send money.
Footnotes
- The Franklin Templeton Retirement Strategies and Expectations (RISE) survey 2020 was conducted online among a sample of 2,004 adults comprising 1,002 men and 1,002 women 18 years of age or older.
You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.
Franklin Distributors, LLC. Member FINRA/SIPC. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.
