Transition to Retirement Articles
How Best to Mitigate Sequence Risk at Retirement
June 2024 by Craig Israelsen
A few modest guidelines will naturally insulate a retirement portfolio from both sequence and size of returns risk during the early years of portfolio withdrawals.
June 2024 by Craig Israelsen
A few modest guidelines will naturally insulate a retirement portfolio from both sequence and size of returns risk during the early years of portfolio withdrawals.
Change of Plans: Americans Retiring Later in Life
September 2023 by Eunice Kim
Over the past three decades, the retirement age of American workers has trended upward.
September 2023 by Eunice Kim
Over the past three decades, the retirement age of American workers has trended upward.
A One-Page Wealth-Building Plan to Get a 60-Year-Old Couple to Retirement
May 2023 by Charles Rotblut
The years leading up to retirement involve many important decisions. A simplified plan is essential to keep you on track.
May 2023 by Charles Rotblut
The years leading up to retirement involve many important decisions. A simplified plan is essential to keep you on track.
Rebalancing to Navigate Bear Markets and Sequence Risk
March 2023 by Charles Rotblut
Periodically adjusting allocations back to intended targets lessens the magnitude of swings in a portfolio’s returns.
March 2023 by Charles Rotblut
Periodically adjusting allocations back to intended targets lessens the magnitude of swings in a portfolio’s returns.
Actions to Take During the Five Years Prior to Retirement
August 2018 by AAII Staff
Based on interviews with financial advisers, economists and retirees, The New York Times put together a list of tips to smooth the transition from a working career to retirement.
August 2018 by AAII Staff
Based on interviews with financial advisers, economists and retirees, The New York Times put together a list of tips to smooth the transition from a working career to retirement.
Retirement Planning Mistakes Investors Often Make
July 2018 by AAII Staff
Planning for the transition to and life in retirement is an area where many common mistakes are made.
July 2018 by AAII Staff
Planning for the transition to and life in retirement is an area where many common mistakes are made.
From Saver to Spender: Managing Your Money in Retirement
May 2014 by Carrie Schwab-Pomerantz
Following these nine guidelines can help reduce your financial stress and increase the odds of enjoying a successful retirement.
May 2014 by Carrie Schwab-Pomerantz
Following these nine guidelines can help reduce your financial stress and increase the odds of enjoying a successful retirement.
Approaching Retirement: The Transition From One Mix to Another
September 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: How do you move from one asset mix to another? A case study on making the transition as you approach retirement.
September 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: How do you move from one asset mix to another? A case study on making the transition as you approach retirement.