How Can Retirees Living Off Savings Succeed in Today’s Low-Yield Environment?

Charles Sachs, CFA,CFP® | Featured in MSN | September 7, 2020

Charles Sachs of Kaufman Rossin Wealth spoke to MSN.com about strategies to help retirees turn their nest egg into income.

In addition to bonds, financial experts suggest considering:

dividend stocks
pass-through securities
REITs

Read the full article at MSN.com

Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.

¹The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly-owned subsidiaries Kaufman Rossin Wealth, LLC, a Registered Investment Adviser, Kaufman Rossin Insurance Services, an insurance solutions provider, Kaufman Rossin Registries, LLC, a registered agent and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; and its affiliated entity, Kaufman Rossin Alternative Investment Services, LLC, a full-service fund administration provider.
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How Can Retirees Living Off Savings Succeed in Today’s Low-Yield Environment?

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