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Eagle Eye

Building Integrated Retirement Income Strategies

By Wade Pfau, Ph.D., CFA of the American College

Retirement income planning is a relatively new field in financial services. The field came to exist as it became clear how the needs of creating retirement income are different from the traditional approaches used to accumulate wealth. What makes retirement income distinct from traditional wealth management is that the financial circumstances facing retirees are not the same as pre-retirees. Typically, retirees experience a reduction to their risk capacity, which means that their ability to sustain a desired lifestyle becomes more vulnerable to market volatility. Retirees face a new set of risks post-retirement, and different financial products can play different roles in managing these risks.

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