Sentences with phrase «longevity of your retirement portfolio»

Not exact matches

By delaying Social Security benefits, and dipping into your retirement portfolio early on, you can help to ensure the longevity of your funds along with a proper standard of living so you can enjoy the retirement you deserve.

Then, as the portfolio begins to shrink in the later retirement years, the longevity annuity would kick in to provide a new stream of monthly payouts.

Holding a 100 % equity portfolio right up until, or even throughout, retirement has historically increased your total returns and greatly extended the longevity of a portfolio.

Following a «to retirement» glide path serves to help reduce sequencing risk — the risk of sustaining a large loss near retirement that impacts the portfolio's longevity potential.»

Or you could lighten up on stocks, figuring you don't want to run the risk of a big setback early in retirement that could shorten the longevity of your portfolio.

The question is then: how efficient is a longevity annuity like a QLAC as part of a retirement income portfolio?