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Creating a Sustainable Retirement Income Plan

Released on Tuesday, March 7, 2023RETIREMENT
It is important for retirees to create an income strategy that produces the income they need today and in the future. In other words, retirees need to balance the need for short-term liquidity and long-term opportunity for growth. One of the most significant risks for retirees is the sequence of returns risk. In other words, sequence of returns withdrawing income from an underperforming portfolio. It is also important to address inflation risk because the longer that retirees need to depend on their portfolio for income, the greater the likelihood they will experience a market downturn or recession. In this session, we will discuss strategies to optimize sources of retirement income and improve cash flow in retirement.

Marguerita Cheng
Blue Ocean Global Wealth, CEO

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