These discussion pieces highlight some of the key pages in the Guide to Retirement and provide important talking points to client conversations around relevant retirement and investment themes.
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Guide to Retirement (PDF)
Generating and diversifying retirement income
Discuss ideas for creating a retirement income stream and the need for yield-generating assets in retirement portfolios.
Most baby boomers expect to continue working during retirement, but not everyone will be able to
69% of U.S. workers plan to work past age 65, but only 25% of current retirees actually did work that long due to health problems, employer issues and family obligations.
Retirement plans should include "what if" scenarios that account for the possibility of drawing less income from paychecks — and more from portfolios.
Investors may need a broader mix of yield-generating assets to sustain a high level of income and maintain living standards throughout retirement.