EstatePlanning.com
Retirement: Plan Early and Often
With longevity increasing, many investors can look forward to decades of retirement—a double-edged sword, given the unpredictability of the markets, inflation, taxes, traditional mainstays (like Social Security), and changes in each retiree’s circumstances. But research-driven planning based on conservative assumptions and revisited regularly provides investors with a good chance of maintaining their lifestyle for decades—and realizing extra opportunities as well—when earned income is no longer in the picture. (February 2007)Information about Bernstein:
Bernstein Wealth Management Research traces its roots back to 1967, when the firm was founded to manage investments for private families and individuals. Our mission soon grew to include investment research and institutional asset management, but private clients remained a central focus for our firm. As a unit of AllianceBernstein L.P., we manage some $109 billion (as of December 31, 2007) for a private clientele that includes some of the nation’s most prominent families and individuals. Please visit us at www.bernstein.com.