The road of retirement should be paved with more than good intentions. Soon-to-be retirees need to develop and follow a retirement income plan that balances current lifestyle and long-term sustainability of the retirement portfolio. The Road of Retirement series provides some best practices for accomplishing this balance.
Review each paper by clicking on the photo or title above, read an overview or download pdf files for one or all of the papers, or financial advisors can order a client-approved kit to review the materials with your clients.
Disclosures:
Following these strategies does not assure or guarantee sustainability of a retirement portfolio or better performance, nor do they protect against investment losses. The views expressed in these articles are subject to change.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and
expenses. For a prospectus containing this and other information, contact your financial advisor or visit our literature library. Read it carefully before investing.
