For retirees and their advisors, the mantra today is often about savings distribution – not income accumulation. The emphasis is on reliability of the income stream, not necessarily ROI — the rate of return, as it was in the accumulation phase.
Surveys today show that especially following the Great Recession of 2007-2008, a growing numbers of investors are fearful of either not being able to retire when they thought they would or of outliving their assets due to increased longevity estimates.
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