Planning for Retirement: A 65-Year-Old’s Guide to Portfolio Structuring

Planning for Retirement: A 65-Year-Old’s Guide to Portfolio Structuring



Preston Cherry CFP

Preston​ Cherry CFP

As I ​approach retirement in the next three to five years, I’m exploring various retirement investment options. ‌Would it be beneficial to include dividend-structured stocks,‌ gold, and cryptocurrencies in my portfolio?

-Earl

Transitioning from wealth accumulation to wealth distribution during retirement ‍involves careful consideration of factors such as risk capacity, risk tolerance, lifestyle preferences, longevity, needs, diversification, and tax implications. Retirement planning is a multi-stage‍ process, with ​the​ pre-retirement stage spanning​ three to five⁣ years, during which adjustments⁢ are made to⁢ align mindset, lifestyle, and investments with the⁣ next phase.

(If‌ you have additional questions about investing or retirement, this tool can help match you ⁢with potential advisors.)

How to ⁣Structure Your Portfolio

Ask an Advisor: I’m 65⁢ Years Old and Going to Retire Soon. How Should I Structure My…

2024-02-03 14:19:50
Link from finance.yahoo.com

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