Sentences with phrase «with retirement drawdown strategies»

You will want to look for someone with experience specific to income taxes as well as someone familiar with retirement drawdown strategies.

Not exact matches

Researchers tested a blizzard of potential «drawdown strategies» — that is, hypothetical rates of spending in retirement, mapped against investment returns on people's savings — to analyze which had the best chance to keep up with inflation and sustain a portfolio through a long retirement.

For those with some savings — but perhaps not enough to feel comfortable throughout retirement — the line of credit option provides instant access to cash to optimize drawdown strategies when unexpected expenses arise and during market downturns.