CALL: (888) 717-5200 or (949) 861-4747 |  Account View: LOGIN

October 2020: Working in Retirement

In 2020, 74% of workers said they expected to work for pay after retiring from their regular jobs, but only 27% of retirees said they had actually done so. This large gap between expectation and reality has been fairly consistent in surveys over the past 20 years, and there is no reason to expect it will change. So it may be unwise to place too much emphasis on income from work in your retirement strategy.


Also in this issue:

  • Five Investment Tasks to Tackle by Year-End
  • Incapacity and Advance Medical Directives
  • Medicare Open Enrollment: It's Time to Review Your Coverage

To download the complete pdf click here.