Making it last: Advanced retirement income strategies for everyday investors

Clients who are ready to retire often worry about whether their income strategies will last. The following presentations are designed to help investors understand the key considerations in generating lasting income during retirement.

Retirement Income Challenges

Developing a plan to live in retirement can be more difficult than saving for it. Explore some of the biggest challenges people must confront in order to build a successful retirement income strategy.

Social Security Choices

Discover the value of Social Security and the importance of making an informed claiming decision as part of a comprehensive retirement income strategy.

Building Retirement Income Strategies

With declining interest rates and greater market volatility, here are some approaches to consider when developing a sustainable retirement income strategy.

Tax-Smart Withdrawals

Avoid a big tax surprise by understanding the taxes retirees are likely to face and developing smart withdrawal strategies.

Installing Guardrails for Volatile Markets

Entering retirement at the wrong time can significantly impact income in retirement. Here are some ways to help offset market volatility early in retirement, when it’s most concerning.

Take the next step

Our Advisor Consultants can provide more information on retirement income strategies for your clients. Call 1-800-DIAL-BEN to make an appointment.

Important legal information

This communication is general in nature and should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. It is provided for educational and informational purposes only.

All investments involve risks, including possible loss of principal. Investing in a Franklin Templeton fund does not guarantee one's retirement income needs will be met.

You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.

Franklin Distributors, LLC. Member FINRA/SIPC. All rights reserved.