Trusts & Estates
Retirement: Plan Early and Often
by Bernstein Wealth Management Research Reports
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.
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