Managing Income While Mitigating Risk in Retirement

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James J Puplava CFP

For many decades, retirement consisted of a three-legged stool of social security, a pension, and personal savings. Then, starting in the 1970s, guaranteed pensions were slowly phased out for the more familiar 401(k) plan. Today, we discuss the issues facing retirees and provide some financial planning strategies to help manage income while mitigating the various risks commonly experienced during retirement.. For our related case study, see PDF here or follow along with the slides below.

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About James J Puplava CFP