On the road
There’s a good deal more to retirement than just spending down assets over the course of 30 years.
Just as there is a planning-and-investing process that leads up to the last day of a client’s working life, there’s also a planning-and-spending strategy for the years that follow.
A white paper from Thornburg Investment Management, called “The Road of Retirement,” break down key principles involved in managing retirement income.
The following are seven steps on that road.
By Darla Mercado