Whitepaper | New realities in retirement
Retirement planning considerations for the modern financial advisor

Millions of Americans experienced financial hardship during the pandemic, succumbing to the inevitable layoffs and furloughs that devastated streams of income. In response, the government offered assistance in the form of expanded unemployment benefits, direct stimulus payments, and various tax provisions.

All of these factors created new scenarios for advisors to consider in the retirement planning process including: altered savings strategies, extended time horizons, investment opportunities, and the possibility of making higher retirement contributions.

Download this whitepaper to learn about the opportunities and setbacks of retirement planning during a pandemic.

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Planning opportunity:
70 percent of Americans have no formal retirement plan.