Bonds

Retirees’ Retirement Asset Withdrawal Rate: Will Your Money Last?
Team SummitEmployee Financial Resource Center, Employee Outcomes, Employer Resource Center, Financial Planning, Retirement Planning
For many years the investment advisory community has proposed that if retirees withdrew their retirement assets at the rate of 4% annually there is a high probability that assets would last to normal life expectancy. The 4% “rule” is not a one-size-fits-all solution, and there are several variables to consider, but it could at least  Read More →
Four Basic Steps for a Successful Retirement
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement Planning
We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to work toward a successful retirement. Learn the basics of saving and investing Understand the basic types of investment products, like stocks, bonds, and money market accounts.  Read More →

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