Smart planning can help you enjoy your life’s work long after you retire.

  • As your retirement years loom, it’s important to plan so that you’ll have the income you need to sustain your lifestyle.
  • It may also be important to continue growing your assets to create additional security or to leave a legacy.
  • Setting realistic targets for investment returns is critical, since they represent an important offset to anticipated cash flow needs during retirement.  

The time has arrived when you are about to retire or transition your business, bringing a reliable source of income to an end.  Do you have adequate sources of funds available to replace that income so that you can maintain your current lifestyle?  This is a common planning question among the millions of Americans approaching retirement, regardless of age or overall net worth. Solving the equation for the long term can be a job in itself. 

Please see important disclosures at the end of the article.

Download Article