Your Ultimate Guide to Retirement Income

You can learn to generate income for a comfortable retirement with The Definitive Guide to Retirement Income.

“I appreciate what I’ve learned from Fisher. I don’t think there’s a better approach to investing than what Fisher does.”

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Planning for your comfortable retirement is easier with
When to Retire: A Quick and Easy Planning Guide.

Download it today to learn more about:

Getting what you need from your portfolio

Investing in retirement

Maintaining or improving your lifestyle

Working with Fisher Investments

FAQs:
Frequently Asked Questions

Answering your questions about investing, retirement and how Fisher can help you succeed has never been easier.

The cost of retirement varies from person to person, but all investors should consider inflation. Over time, the cost of goods and services will increase. You’ll also want to factor in two types of expenses. Non-discretionary expenses are the costs you can’t avoid, like living expenses, healthcare and taxes. Non-discretionary items could include hobbies and travel.

You may be able to draw income from Social Security, a pension from your employer or a salary if you choose to work in retirement. You can also use your portfolio to generate income by investing in business or real estate interests and income-generating equities. Get the guide for insights into the income streams you can access when you retire.

It’s important to review your investment strategy at or near the time you retire. A portfolio built to help grow your assets while you worked may need to adapt once you start taking withdrawals. Our guide offers tips for adjusting your portfolio as you transition from work to retirement.

You shouldn’t count on Social Security for all your income needs. Your payments are calculated based on your lifetime earnings, year of birth and when you start taking your benefits. To make the most of Social Security, you may want to consider waiting to take your benefits until you’ve reached or passed full retirement age.

Our goal is to help you reach your long-term financial goals. We focus on creating tailored investment strategies that align with your unique situation, needs and lifestyle. In addition to tax-efficient portfolio management and dedicated client service, we also offer financial and estate planning.

Fisher Investments is a fiduciary, which means we’ll always put you first. We never recommend investment products that generate commissions for us. Our transparent fee structure, based on your portfolio’s size, helps ensure our interests are aligned with yours—so we do better when you do better.

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Your Ultimate Guide to Retirement Income

Planning for your comfortable retirement is easier with
When to Retire: A Quick and Easy Planning Guide.

FAQs:
Frequently Asked Questions

How much will my retirement really cost?

What are my retirement income options?

Should I change my investment strategy near or in retirement?

What should I know about Social Security before retiring?

How can Fisher Investments help me?

Is Fisher Investments a fiduciary adviser?

Your Ultimate Guide to Retirement Income

Planning for your comfortable retirement is easier withWhen to Retire: A Quick and Easy Planning Guide.

FAQs: Frequently Asked Questions

How much will my retirement really cost?

What are my retirement income options?

Should I change my investment strategy near or in retirement?

What should I know about Social Security before retiring?

How can Fisher Investments help me?

Is Fisher Investments a fiduciary adviser?

Planning for your comfortable retirement is easier with
When to Retire: A Quick and Easy Planning Guide.

FAQs:
Frequently Asked Questions