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Call an Investment Guidance Specialist

Make Smart Choices at This Critical Stage in Your Life

You've been saving, now it's time to prepare for retirement. And you hope your assets will generate a comfortable income throughout a retirement that may last 30 years or more.

The big factors are when you retire and how much income you withdraw from your portfolio. Also, you need the right mix of assets for growth (stocks) and stability (bonds) to stay ahead of inflation and manage risk.

Your personalized Recommendation will include:
What you'll need The amount of income you require for a comfortable retirement
Where are you now How much you can expect to withdraw and have your assets last throughout retirement, plus an in-depth analysis of your current portfolio
The impact of changing your retirement date The difference that retiring early or waiting a few years can make on your long-term income
Investment strategy Our recommended portfolio and how it compares with your current one
Action plan Specific suggestions for adjusting your withdrawal and investment strategies to achieve your goals
Gene and Thelma Gene and Thelma Wright

Years from retirement: five

Goal: "We want a clear answer on how much we can expect to withdraw from our retirement assets every month—and how that would be affected by retiring later."
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