Retirement RISK Analysis
Reaching the Summit and Returning Safely
Climbing to the top of a mountain is considered to be a major achievement. However, the real goal of climbing is not simply to reach the top, but to reach the top and return safely.
The same can be said for retirement income planning. For years, people have focused on accumulating enough assets (“climbing to the top of the mountain”). However, the biggest risks facing retirees occur during the income distribution phase — when we retire and begin to live on our retirement savings (“climbing back down the mountain”).
Through our proprietary Retirment RISK Analysis™ we have identified how to address eight risks that can adversely affect your retirement. Review the risks and learn how to protect yourself throughout your retirement years.
Retirement RISKs – Check out which RISKs apply to you!
- Market Risk
- Sequence of Returns Risk
- Health Risk
- Longevity Risk
- Taxation Risk
- Long Term Care Risk
- Emotional Risk
- Withdrawal Sustainability Risk
For your Retirement Risk Analysis, please contact us.