Make Smart Choices at This Critical Stage in Your Life
You’ll retire in five years or less. At least that’s your plan. 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 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." |
Feedback){kind=link}