Retirement Planning


Developing Your Retirement Income Strategy

October 19, 2017
T. Rowe Price financial experts discuss how to assess your readiness for retirement, consider various sources that can contribute toward your retirement income strategy, and illustrate approaches to generate an income stream in retirement.

Key Points

  • When considering retirement income needs, investors should evaluate their discretionary and essential expenses and stack those against their sources of retirement income.
  • Investors should carefully consider a range of retirement income approaches to find the solution(s) that best address their individual needs.
  • Prospective retirees should develop an allocation and drawdown strategy that balances volatility and growth considerations while supporting flexible spending that adapts to current market conditions.

Please watch the replay of this webcast at your leisure.


This material has been prepared by T. Rowe Price for general and educational purposes only. This material does not provide fiduciary recommendations concerning investments or investment management. T. Rowe Price, its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this material, including any attachments/links, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or professional tax advisor regarding any legal or tax issues raised in this material.

View investment professional background on FINRA's BrokerCheck.

Next Steps: