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.
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.
Discover the value of Social Security and the importance of making an informed claiming decision as part of a comprehensive retirement income strategy.
With declining interest rates and greater market volatility, here are some approaches to consider when developing a sustainable retirement income strategy.
Avoid a big tax surprise by understanding the taxes retirees are likely to face and developing smart withdrawal strategies.
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.
Our Advisor Consultants can provide more information on retirement income strategies for your clients. Call 1-800-DIAL-BEN to make an appointment.
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.
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