
-
Financial Situation
- Married couple, both age 65
- Have $1,000,000 in retirement assets (IRAs, 401(k)s)
- Have $250,000 in taxable assets
- Ready to retire in 2 years, but do not need cash flows until age 70 because of other savings
- Seeking long-term growth, are both in good health with longevity in the family (life expectancy = 90 years old)
- Conservative risk tolerance Scott and Anna have a lot of equity investment experience, but they want a more conservative asset location during retirement.
- No restrictions