Sponsored by Nationwide®
With life expectancy at new highs, it's important for clients to understand how longevity may impact their retirement. Read this paper to see how these six strategies can help clients mitigate retirement risks that come with living longer:
- Delaying Social Security
- Planning for health care costs and long-term care
- Taking advantage of HSAs
- Being smart about the investment mix
- Focusing on tax efficiency
- Incorporating spouses into longevity planning
