Retirement Plan - Unlimited Binary Wealth

Retirement Plan

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Retirement Plan

Retirement may bring changes to both your lifestyle and your finances. It is important to have a plan that takes into account certain risks which may impact your retirement security. For employers, defined contribution retirement plans represent freedom from financial volatility, traditional pension risk, market volatility, and long-term financial uncertainty; however, they also impose new risks and responsibilities on the employer. For employees, defined contributions offer individual control, greater flexibility, and, in an ideal world, access to institutionally priced investments. Secure the future of your finance even after you retire.


Put Your Money to Work:

As you approach the time when you’ll trade your paycheck for retirement, you’ll begin relying on your hard-earned retirement income sources to help provide an income stream that will see you through your retirement years.


No lifetime income sources?

If you don’t expect to receive Social Security benefits and pension plan payments, or if these amounts won’t cover your essential living expenses, consider converting a portion of your investments into an annuity. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; therefore, they do guarantee an investment return or the safety of the underlying funds.


Diversify your retirement income sources

Because each retirement income category represents a different type of income, and mitigates different retirement risks, diversifying your retirement income across all three can help you generate income in retirement that may last a lifetime.

  • Dividend: Equity income investments. Designed to provide long-term growth and income, equity income investments can help offset the effects of inflation. As you approach retirement, keeping a portion of your investable assets invested in high-quality, dividend-producing stocks and equity mutual funds can help hedge your retirement portfolio from inflation risk. These investments also give your portfolio the opportunity to benefit from strong market performance — which is increasingly important for retirees, as many people are spending 20 or more years in retirement. However, equity investments are, of course, subject to market volatility.
  • Interest: Bond and fixed income investments. Interest-bearing investments offer the potential for a stable, low-risk income stream, while also preserving your principal investment. As you near retirement, increasing your interest-bearing investments may help your portfolio weather market fluctuations; however, these investments are subject to credit and other risks.
  • Lifetime: Social Security and pensions. Social Security benefits are the primary source of lifetime income for many of today’s retirees. Although you can start receiving Social Security benefits as early as age 62, or defer your benefits until age 70, the monthly payment amount you receive varies based on your retirement age. The Social Security Administration’s Social Security tool can help you decide when to start receiving Social Security benefits.