Investing in Retirement
Investing in Retirement: Making the Most of Your Assets
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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
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