Outliving financial assets as the result of a longer life
Limited access to assets to meet life's unexpected financial needs
Reduction in real purchasing power as the result of increasing cost of living
Unexpected reduction in the value of financial assets at the time of withdrawal
Loss of financial assets as the result of a partner's or spouse's death
Decreasing retirement income as the result of increasing future tax rates
• Portfolio drawdown
• Critical target portfolio returns
• Medical powers of attorney
• Long-term care cost
• Asset correlation
• Durable powers of attorney
• Social Security income
• Portfolio diversification
• Trust options
• Pension
• Risk tolerance
• Tax-optimization strategies
• Retirement plan
• Fees
• Tax-loss harvesting
• Required Minimum Distributions
• Tum-over ratios
• Income tax bracket
• Guaranteed lifetime income
• Income-focused investments
• Deduction maximization
• Forecast expense
• Direct indexing
• Capital-loss deductions
• Liquid assets
• Value-based investing
• Charitable giving deductions
• Inflation protection
• Survivorship income needs
• Roth conversion
• Portfolio
• Life insurance
• Tax-free retirement income
• Portfolio efficiency
• Living will
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