Most fund investors – 92% according to the Investment Company Institute – invest for retirement. But many people are putting money aside for retirement without any idea about how much they’ll actually need to retire comfortably.
Planning for retirement is tough because there are so many unknowns. What will the market do? How should I invest and how long will my portfolio last? How much can I safely take out of my account so I don’t run out of money?
One thing we’ve learned in nearly 50 years of managing retirement accounts for high-net-worth clients and corporate retirement plans is that avoiding these questions isn’t going to help you get the life you deserve in retirement.
If you want to have a comfortable and secure retirement, you need to address these uncertainties and come up with a plan that gets you on track and keeps you there.
Our Retirement Guide gives you a proven framework to think through the important decisions you’ll need to make in retirement, based on historical data, academic research, and our own experience managing more than $800 million.
The next step is to talk with an advisor who can help you figure out a plan.
We can help you move forward with your retirement planning.
6 ways to avoid running out of money
Free download of FundX’s Retirement Guide