Running out of money is the top fear for people going into retirement. How do you make sure you don’t outlive your portfolio?

The top fear people have in a low rate environment is running out of money. Historically bonds have yielded over 4-5%. Current bond yields are much lower which is affecting the way we plan for retirement. Major advancements in medicine/longevity are happening every day. Can your portfolio survive as long as you do? Other topics include:

• Are you ready fore retirement? 6 tests you must pass
• What is the difference between the S&P 500, Dow and Nasdaq
• Roth IRA and backdoor Roth IRA strategies
• Basic 529 plan facts

 

 

Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.