| “Here’s
the retirement income plan Beth built.”
Beth is retiring next year at age 61. Over the
years, she has diligently saved for retirement. She expects
that 25% of her retirement income will come from her employer’s
pension and 20% will come from Social Security. The other 55%
needed to pay for her retirement years will come from personal
savings. She has money socked away in a 401(k), an IRA, stocks,
CDs, and cash. Here is how Beth will allocate her funds in the
first year of retirement.
|
Are You Nearing Retirement?
