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

Charles Sachs of Kaufman Rossin Wealth spoke to 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

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