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Making the Most of It

Your retirement plan should allow you to protect your income stream while providing you to room grow and diversify your portfolio. Revisit your plan regularly to adjust for market swings, tax implications and new philanthropic priorities.

Create a Customized Investment Strategy

Diversify your portfolio and understand the risks you face as you get closer to achieving your goals. Assess your portfolio based on your risk tolerance and the different personal, market and aspirational environment you face.

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Manage Your Capital

Set an initial goal for the capital required to fund your retirement plan. Then analyze and refresh it periodically, even after you’ve retired. Is it sufficient to support your plans, even if your retirement lasts for decades?

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This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented. Information provided should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation. Regions neither endorses nor guarantees any websites or companies referenced in this article that are not owned by Regions.

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  • May Lose Value
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