Retire On Your Terms

Fact Sheet: Managing Your Assets in Retirement

Responsibility for saving for retirement has shifted from employers, through traditional pension plans, to individuals, through defined contribution plans and individual retirement accounts. As a result of the shift, today’s retirees will bear more responsibility for managing assets in retirement than prior generations.

However, managing assets in retirement can be a daunting task, and many consumers are unaware of the risks they might face in retirement. Unnecessary exposure to risks such as life changes, medical expenses, and inflation threatens to derail retirement plans and ruin consumers’ expectations.

The Insured Retirement Institute (IRI) and the National Retirement Planning Coalition (NRPC) created the Financial Industry Regulatory Authority reviewed Managing Your Assets In Retirement Fact Sheet to help consumers plan on how to conduct their finances in retirement.

Click below to download a PDF copy of Managing Your Assets In Retirement.
Managing Assets in Retirement

Managing Assets in Retirement