Investing in Retirement
Investing in Retirement: Making the Most of Your Assets
Skip to Content  
When you retire, assuring adequate income and preserving and growing the money you have worked for decades to accumulate will be your primary financial concerns.

This session will cover:
  • Risk factors associated with investing in retirement

  • Asset allocation decisions

  • Potential investment choices -- lifecycle funds, index funds, annuities

  • Asset location -- taxable vs. tax-deferred accounts

  • Asset withdrawal strategies
Taking note
 
closed captioning mute pause sound
go back go forward
Members Trust