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Retirement Income Shortfall? Strategies for Before and After You Retire
- Start planning early — the earlier you invest, the stronger your retirement foundation.
- Diversify with multiple income streams: pensions, investments, real estate, side income.
- Adjust your portfolio from growth to stability as retirement approaches.
- Keep 1–2 years of living expenses in cash or low-risk assets.
- After retirement, manage withdrawals carefully (e.g., 4% rule).
- Minimize taxes with Roth accounts and smart timing of withdrawals.
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By Thomas William- Start planning early — the earlier you invest, the stronger your retirement foundation.
- Diversify with multiple income streams: pensions, investments, real estate, side income.
- Adjust your portfolio from growth to stability as retirement approaches.
- Keep 1–2 years of living expenses in cash or low-risk assets.
- After retirement, manage withdrawals carefully (e.g., 4% rule).
- Minimize taxes with Roth accounts and smart timing of withdrawals.