5 Issues Currently Impacting Retirement Investors

retirement issues

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Longevity, household spending, and (of course) inflation are just a few of the issues retirees and near-retirees face in 2022, and J.P. Morgan Asset Management is out with its annual Guide to Retirement, analyzing those that are the most significant to help investors make informed decisions and take positive actions to achieve a comfortable retirement.

“Retirement investors and advisors are grappling with a range of challenging issues, from an evolving inflation picture to an increase in forecasted spending needs in retirement, and ongoing questions around Social Security,” Katherine Roy, Chief Retirement Strategist with J.P. Morgan Asset Management said in a statement. “The 2022 Guide to Retirement has been designed to help advisors tackle the most pressing retirement challenges and provide strategies to help drive stronger retirement outcomes for clients.”

Here are the five:

  1. Plan for an even longer life (and how to do it well)
  1. Most Americans are spending more…then less…then more
  1. Retirement savings “checkpoints” should be assessed from an early age
  1. Keep inflation in perspective when planning for retirement
  1. Stable vs. variable is the new “discretionary vs. non-discretionary”

TO VIEW THE FULL 2022 GUIDE TO RETIREMENT, CLICK HERE.

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