Sentences with phrase «start of retirement»

(5) Required at start of retirement at age 65 (C / D).

She plans to do so by investing 60 percent of her portfolio in stock funds and 40 percent in individual bonds at the start of retirement and moving to a 50 - 50 split in later years.

Evelyn's civil service pension, including a $ 3,890 annual bridge to age 65, would begin to pay her $ 22,885 at the start of her retirement.

My advice would be try to ensure at the start of retirement that you can generate five to 10 years worth of cash flow for at least basic needs without being forced to sell stocks or long - term bonds at inopportune times.

Low - risk assets are used at the start of retirement (and usually have an expected lower rate of return, due to lacking a risk premium).

I would rather have $ 10,000,000 in retirement funds at the start of retirement with the government taking away my SSA benefits entirely, then to have less than $ 2,000 in total assets in order to get any sort of help from the government (Yep, that's one of their welfare rules.

The start of retirement doesn't mean the need for financial planning has come to an end.

Your focus on the level of valuation at the start of retirement is what I've been looking for.

At the start of retirement when you potentially have $ 1 - 2M + in your portfolio, a high expense ratio can cost you more than a million dollars over your lifetime.

But with low fixed income interest rates and market volatility, that picture may fall into uncertainty, especially if there's a market downturn at the start of your retirement.

If you are interested in this option you should plan to apply at least 60 days before the start of retirement to minimize the likelihood of a gap in coverage, as Increased Run - off Coverage is individually underwritten.

In this case, Jim delays the start of his retirement and is forced to purchase more life insurance to protect his family.