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Rob Schultz, CFP®, PFP

Dec
01
Risks to Consider in Retirement Defined
There are several risks to consider when developing a plan for managing your assets in retirement. Not all people will have equal exposure to these risks, yet it is important to keep these risks in mind when developing a retirement income strategy. Longevity Risk is the risk that you will outlive your savings and available income. Entitlement Risk is the risk that government programs such as Social Security or Medicare will not offer sufficient protection for retirement. Excess Withdrawal Risk is the risk of an individual drawing down assets too quickly and undermining their retirement income plan. Market Risk is the risk of losing invested wealth, temporarily or permanently, either because of a market downturn or poor return on...
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Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Certain insurance products offered through New World Financial & Insurance Services, Inc., an entity not affiliated with Royal Alliance Associates, Inc. or registered as a broker/dealer or investment advisor.



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