#longevity risk

2 stories

#retirement planning #age 95 #annuities #annuity #charitable remainder unitrust #crut #estate planning #income floor #lifetime income #social security #tax strategy #underspending

Retirement Plan for Age 95
Retirement income plan must cover 35 years, not 30, to survive to age 95.
Kiplinger · 1m
Stop Hoarding Retirement Savings With a CRUT
Wealthy retirees often spend far less than they can afford. A charitable remainder trust can turn longevity from a risk into an advantage.
Kiplinger · 2m