Moving your retirement savings from stocks to bonds feels safer. But what happens when both fall at the same time?
In 2022, the U.S. aggregate bond market lost roughly 13%.Imagine having $2 million in your 401(k), but still needing $4,000 every month from your investments to cover living expenses.The real retirement question isn’t just how much you’ve saved. It’s how much of your monthly income depends on market performance.Should bonds, stocks, and guaranteed lifetime income play different roles in your retirement plan?#RetirementPlanning #401k #RetirementIncome #Bonds #Annuities #RetirementStrategy
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