United States
Individual Retirement
It's never too early to think about your retirement goals. Whether you’re just beginning to build your retirement savings or you're looking to generate income during retirement we have investments and tools that can help you reach your retirement goals.
78% of those currently retired recommend saving early, often and consistently.1
Income for What's Next Strategy®
Whatever your retirement goals, a written retirement income plan can help you feel more confident about your retirement.
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.
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.
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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. FTDI 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
- Franklin Templeton Retirement Income Strategies and Expectations (RISE) Survey, 2015
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