Running out of money is the top fear for people going into retirement. How do you make sure you don’t outlive your portfolio?




New Focus on Wealth with Chad Burton show

Summary: The top fear people have in a low rate environment is running out of money. Historically bonds have yielded over 4%. Current bond yields are much lower which is affecting the way we plan for retirement. Major advancements in medicine/longevity are happening every day. Can your portfolio survive as long as you do? • Are you ready fore retirement? 6 tests you must pass • What is the difference between the S&P 500, Dow and Nasdaq • Roth IRA and backdoor Roth IRA strategies • Basic 529 plan facts