Wells Fargo Investment Institute - How Do I Generate Income to Fund Retirement?

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How Do I Generate Income to Fund Retirement?

Wells Fargo Investment Institute – March 2019

Key Takeaways

  • Investors should estimate what their spending and income needs will be before they retire and adjust their portfolios to address those needs.
  • A variety of income sources can be used to fund retirement. These include Social Security, pensions, investments, and savings, for example.
  • Investors should determine the impact various investment strategies may have on the performance of their investment portfolios. In our opinion, they should consider focusing on a total-return approach and understand the difference between portfolio yield and income. In addition, we believe determining the withdrawal rate of an investment portfolio is key to mitigating market and longevity risks.

Download the report (PDF)