10 retirement risks facing your clients
Policy risk
Social Security is the primary source of income for most retirees, but the program’s trust fund reserves are projected to be depleted in 2035. Without a change in policy, retirees will see their benefits considerably reduced.
“Pre-retirees should not rely primarily on Social Security. Those approaching retirement should take aggressive steps to develop a dynamic financial plan that blends traditional retirement plans, Social Security and aggressive wealth management strategies to ensure a secure and comfortable retirement.”
— Chad Olson, financial adviser, SageView Advisory Group