Sentences with phrase «size of the retirement portfolio»
If this individual extended retirement by another two years, the size of the retirement portfolio increases by another $ 50,000, to nearly $ 540,000.
https://www.blackrockblog.com/ Not exact matches
Half of the consultants surveyed recommended an income focused multi-sector strategy given that income during retirement, rather than just the size of the portfolio, becomes relatively more important for participants.
(1) Annuities come in many shapes and sizes, and can be an important part of your retirement portfolio.
Remember too that once you start tapping your portfolio for income in retirement, the size of your withdrawals will also help determine how far your portfolio's value drops during market downturns, not to mention the extent to which it's able to recover.
There is no such thing as one - size - fits - all when designing the appropriate retirement investment portfolio, or any type of portfolio for that matter.
There is no single right answer: an awful lot depends on awful lot on individual circumstances such as your current tax rate, your expected tax rate in retirement, whether you need liquidity, the size of your portfolio, your overall asset mix, and the specific funds you use.
Focusing on the income from an investment portfolio versus the size of a portfolio can be the difference between living well in retirement or running out of money.
«This strategic acquisition continues to enhance the quality and size of Sienna's retirement portfolio, in keeping with the company's goal of achieving a balanced portfolio of 50 % private pay,» says Lois Cormack, president and CEO of Sienna.