CIO WMR’s latest edition of Your Wealth & Life, Retirement planning—What to do now provides much-needed context about the concerns retirees are facing issues and offers insights that can help you plan for retirement with more confidence. It also answers important questions such as:
- What’s driving current low interest rates and high equity valuations?
- What are current “safe withdrawal rates”?
- How can you reduce stress and increase satisfaction in retirement?
- How can effective strategies, such as the “3Ls”, bond ladders, immediate annuities and QLACs raise your confidence about retirement?
To better understand how to plan for retirement in a way that supports your overall financial goals, connect with a UBS Financial Advisor or find one
About Your Wealth & Life
This quarterly report from the Chief Investment Office Wealth Management Research (CIO WMR) delivers actionable strategies and financial solutions to address your most pressing concerns, so you have more confidence pursuing your financial future.