Lesson 28 At Retirement

Few subjects provoke as much emotional stress as the later stages of retirement planning. Our jobs and money both become part of our self-image. Suddenly, both seem at risk. Our nest egg has to last forever, while providing us with liquid income. Quite a trick.

Investment tactics during retirement require a balance between liquidity and growth. The right balance is so important that an entire lesson is devoted to it Lessons 36 to 40 in Part V, “Investing to Meet Your Goals.

Critical Choice: Lump Sum Versus Annuity for Distributions

Annuity Options for DB Plans—How to Decide

The standard option for a defined benefit (DB) plan is a joint and one half survivor annuity, according to which you take ...

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