BeyondWork℠ Investment Planning for an Engaged Retirement

Available from The Ratay Group at Morgan Stanley
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The definition of retirement is going through a remarkable transformation. Today’s retirement can be more fulfilling and engaging. It is more likely to be centered on an individual’s goals, not simply dollar amounts. Understandably, developing a comprehensive strategy and executing it with the right investments may be as crucial to a successful retirement as those steps are in building wealth. We encourage you to explore the topics below to learn more about some of the resources that we can use to help you plan and achieve more in the decades ahead.

Innovative Retirement Advice for the Modern Era
Americans approaching retirement today are struggling with extremely low interest rates and economic growth that has not yet rebounded to pre-Great Recession levels.

Asset Location: A Tax-Smart Strategy for Retirement Planning
Your retirement savings are intended to fund the lifestyle you envision, but taxes may have an impact. Consider ways to diversify your retirement assets now to help maximize after-tax returns and potentially manage the effect taxes could have on your retirement assets.

The Asset Class You May Not Realize Retirees Need
Growth should remain a priority, even during retirement. Learn why—and the role that equities could play in your retirement investment strategy, for income and more.

Covering the Rising Cost of Long-Term Care
Whether recovering from a medical event or suffering from a chronic illness, those who need skilled help also need deep pockets.

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