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Looking to retire soon? Grant Kvalheim shares retirement planning strategies and emphasizes that people should be planning for a longer lifespan. Fixed-income annuities are similar to old pension plans, he argues, and believes everyone should have some in their portfolio. Grant looks at the allocation difference for different ages, saying younger people might want to aim for 80/20 rather than the traditional metric of 60/40.
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By Schwab Network4.6
3737 ratings
Looking to retire soon? Grant Kvalheim shares retirement planning strategies and emphasizes that people should be planning for a longer lifespan. Fixed-income annuities are similar to old pension plans, he argues, and believes everyone should have some in their portfolio. Grant looks at the allocation difference for different ages, saying younger people might want to aim for 80/20 rather than the traditional metric of 60/40.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about

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