Skip to content

Creating An In-Retirement Financial Plan

2017-04-23 12_35_01-Free stock photo of arm, desk, handThe transition from building up savings leading up to retirement to spending down those savings once in retirement can be challenging, both strategically and psychologically – and thus mapping out an in-retirement financial plan is critical, notes the author of today’s article. To aid in this complicated endeavor, she lays out “the key tasks to tackle” when devising such a plan – including deciding whether to annuitize a portion of your portfolio (and, if so, how much), determining your withdrawal sequencing, and coming up with a succession plan for your portfolio. To read more, CLICK HERE.