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Retiring in a bear market
What to do, what not to do, and withdrawal strategies to keep your retirement on track.
1. Source: Ibbotson SBBI, Morningstar Direct; as of 12/31/2022.
2. Source: S&P Dow Jones Indices, Bloomberg; as of 12/14/22.
Systematic withdrawal plans offer no guarantees. Withdrawing too much from your portfolio could cause your portfolio’s value to decline. Your portfolio’s value will fluctuate with market conditions.
Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.