Accumulation Phase
Those in the accumulation phase generally have longer time-horizons that may allow for higher risk tolerances and potentially higher expected returns.
How Will Working Affect Social Security Benefits?
Buying A Vacation Home? 5 Questions to Consider First
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Traditional v. Roth IRA
Distribution Phase
Those in the distribution phase face a balancing act between growth, distributions, and preservation of assets.
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Healthcare Costs in Retirement
Is a Variable Annuity Right For Me?
Preservation And Protection Phase
The emphasis for those in this stage can be keeping what they have, fulfilling family transfer goals, and ensuring they don't outlive their money.
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Social Security Planning
When to receive your Social Security benefits can have effect many parts of a financial plan. Maximizing benefits involves the consideration of investments, survivor's insurance, longevity risk, and spousal benefits.