Income for What's Next®

Retirement is all about what's next

Pursuing new challenges, rediscovering old passions, or maybe just enjoying life's simple pleasures. Whatever your retirement goals are, you will need regular Income for What's Next.


Know your situation

STEP 1

Your retirement is unique to you; begin by prioritizing your goals

STEP 2

Next identify your basic and discretionary expenses.

STEP 3

Now determine your non-investment income sources including Social Security benefits.

Start today with our free Personal Assessment.

Personal Assessment (Writeable PDF)

91%

of those we surveyed who have developed a written retirement income plan are confident with it.1

Work With a Financial Advisor

Building a sustainable retirement income strategy is about more than just saving. It's about putting your money to work. It's essential that you work with your advisor to select the right investments to match your strategy.

Write Your Plan Down

Having a plan in your head may not be enough. Talk to your advisor about writing down an investment strategy that suits your own needs in retirement. They can help you build a diversified investment portfolio that seeks to support an annual withdrawal strategy that you can use to create a retirement income stream under a variety of economic conditions.

Every person's situation is unique and Franklin Templeton has many investments to consider. These are just a few that can be used as building blocks for your investment portfolio.

STEADY-NEED STRATEGY

has a relatively conservative level of risk in seeking to support an annual withdrawal strategy to address reliable income needs.


View Strategy

INFLATION-SMART STRATEGY

has a relatively moderate level of risk in seeking to support an annual withdrawal strategy to address anticipated, inflation-sensitive income needs.

View Strategy

LIFESTYLE-READY STRATEGY

has a relatively higher level of risk in seeking to support potentially rising discretionary income needs.

View Strategy

TAX-SMART STRATEGY

seeks to make it easy to draw down on savings to replace income that may also save on taxes.


View Strategy

ARE YOU A FINANCIAL ADVISOR?

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