Is your investment plan ready for your shift in strategy from accumulation to decumulation?
As retirement nears, it is important to have an investment plan that is aligned with your unique plan for retirement. Find out how to make your investments as “SMART” as possible:
*Asset allocation & risk tolerance in a volatile market environment
*Balancing income and growth
*Rollover alternatives – options for your Salesforce 401(k) plan
*Determining your cash flow needs
