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Outliving Retirement Resources

1.        Longevity Risk
2.        Inflation Risk
3.        Excess Withdrawal Risk

Associated with Aging

4.         Health Expense Risk
5.         Long-term Care Risk
6.         Fragility Risk
7.         Financial Elder Abuse Risk

Investment

8.         Market Risk
9.         Interest Rate Risk
10.       Liquidity Risk
11.       Sequence of Return Risk

Work

12.        Forced Retirement Risk
13.        Re-employment Risk
14.        Employer Insolvency Risk

Family

15.        Loss of Spouse Risk
16.        Unforeseen Needs of Family Risk

Other

17.        Timing Risk
18.        Public Policy Risk


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 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  866-610-5559, pebmailbox@percybolton.com



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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