Retirement Income Planning

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Retirement Asset Planning vs Retirement Income Planning
  1. Financial Fast Lane
  2. retirement asset planning
  3. retirement income planning
  4. american college of financial services
  5. robert klein
  6. panel of experts
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Great point about retirement asset versus income planning. This is the transition we were looking for. Thanks. At the end of life we should be in cash and stocks with no bonds as our horizon narrows. This is important to maximize income in retirement.

We dont agree with the academia narrative about reverse mortgages. Increasing debt as we age is not for us.

My father in law did it right. Instead of holding to a house or keeping assets, he sold his house then move in with one of his single children to help them pay for a home.

In retirement, we use our assets to create income but it is important to understand that we move from assets to cash as our needs arises. We downsized and plan to downsize again in our 80's.

SantaBarbaraAlberto