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Personal Finance After 50 For Dummies, 2nd Edition
book

Personal Finance After 50 For Dummies, 2nd Edition

by Eric Tyson, Robert C. Carlson
September 2018
Beginner content levelBeginner
480 pages
10h 40m
English
For Dummies
Content preview from Personal Finance After 50 For Dummies, 2nd Edition

Chapter 7

Guiding Investments and Distributions in Retirement

IN THIS CHAPTER

check Managing your investment mix over time

check Funding and annuitizing annuities

check Selecting your best pension options

check Reviewing helpful withdrawal strategies

As you approach and enter retirement, you’ll have plenty of decisions and issues to deal with regarding your investments. Although some of these are straightforward, others can be quite complex and stressful because you’re making decisions that are irrevocable and have long-term consequences.

This chapter should help you minimize that stress and maximize the financial results from these important decisions. In this chapter, we explain how to adjust your investment mix over the years, estimate your investment income, keep your portfolio in balance, assess what roles annuities should play in your retirement plans, choose among your pension options, and plot your retirement account withdrawal strategies.

Guiding Your Investments through Retirement

In Chapter 4, we discuss the importance of developing an overall investment plan known as your asset allocation. ...

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Publisher Resources

ISBN: 9781119543633Purchase book