Retirement Security

If you’re alive in 2030, you can expect to live to 100 or longer. Will your money last as long? There has never been a greater need to save for the future – or for ways to produce lifetime income. We show you how to save and how to generate income.

Topics Covered

The financial challenges of living 40 or 50 years beyond retirement require a fresh approach for personal financial planning and investment management, including:

• Generating lifetime income you can’t outlive
• Tax and estate planning strategies to protect yourself and heirs
• Managing your home: where to live, buying second homes, downsizing