Road of Retirement
Language of Retirement Income Planning Preserving Purchasing Power in Retirement Sequence of Returns and Reverse Dollar Cost Averaging Endowment Spending Policy Building a Cash Flow Reserve Ladder Value of Dividends in Retirement Converting Savings into Monthly Spending
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The road of retirement should be paved with more than good intentions. Soon-to-be retirees need to develop and follow a retirement income plan that balances current lifestyle and long-term sustainability of the retirement portfolio. The Road of Retirement series provides some best practices for accomplishing this balance.

Review each paper by clicking on the photo or title above, read an overview or download pdf files for one or all of the papers, or order a client-approved kit to review the materials with your clients.

 

On the Road of Retirement, investment strategies provided by Thornburg Investment Management have the potential to offer attractive alternatives for retirees looking to develop a growing level of income for retirement.

Disclosures:
Following these strategies does not assure or guarantee sustainability of a retirement portfolio or better performance, nor do they protect against investment losses. The views expressed in these articles are subject to change.

Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit our literature library. Read them carefully before investing.

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