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To design an effective retirement income strategy, you must consider some key factors and understand your long-term spending needs. Here are five questions to ask that will help you make smart decisions and develop your strategy.
Like many people, you might have a significant amount of your retirement savings in a workplace 401(k) plan. Many plans today offer extra features that can help you manage your contributions and investment strategy while potentially improving your long-term performance.
Do you lack the time or expertise to build a well-diversified portfolio that meets your long-term goals? Would you like professional help with your investment decisions? Perhaps you should look into a managed portfolio.
Your financial advisor is your guide as you plan for retirement. Meeting with your advisor is an excellent opportunity to review your goals and find ways to strengthen your financial plan. Asking your advisor some smart questions keeps you engaged and informed in the planning process—and will ultimately help you find opportunities. Here are seven questions worth asking: