Trusts & Estates

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.

Learn more about how to ensure you're ready for retirement by downloading this document.