Overview
Your clients spend a lifetime building their retirement nest egg, but once they retire – will it last? The transition from growing retirement savings to living off them is a pivotal point for an investor and their financial advisor.
Making It Last is a series of short presentations that can help frame retirement income discussions and educate investors on the key considerations for generating lasting income during retirement.
Program Modules
Making It Last focuses on the following topics:
Retirement Income Challenges. Unknown life expectancy, rising costs, and inadequate savings are just some of the challenges that await those entering retirement.
Social Security Choices. Understand the value of Social Security and why making an informed claiming decision is important to a comprehensive retirement income plan.
Building Retirement Income Strategies. Examine different ways to build a sustainable retirement income strategy to help align retirement assets with appropriate time horizons.
Tax-Smart Withdrawals. Identify the taxes retirees are likely to face and how they might benefit from applying a tax-smart withdrawal strategy.
Installing Guardrails for Volatile Markets. Learn what distribution guardrails are and how they may help offset market volatility early in retirement.
