It's no surprise that retirees, and those saving for retirement, need to have a larger portfolio to handle a longer life expectancy than in the past. As the retirement team at J.P. Morgan Asset Management reviewed key points of its latest Guide to Retirement, it illustrated the changes happening across the board — from longer life expectancies to understanding how inflation can affect retirement lifestyles and what advisors need to do to educate their clients on these factors. Five key themes were reviewed by J.P. Morgan Asset Management Chief Retirement Strategist Katherine Roy, retirement strategist Sharon Carson and defined contribution strategist Kelly Hahn:
The guide also went into details on Social Security, Medicare, long-term care planning and tax issues as well. The gallery above looks closely at some of the points made in the presentation.
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Sponsored by Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC
Can Systematic Risk Be Reduced?