Retirement

While the prospect of retirement may sound appealing to you, there are many factors to consider. And to be fair, you should be looking at possible retirement years, if not decades, in advance if you want to retire and maintain a similar lifestyle to that of your working years.

This lesson will explore different income streams that may be useful in retirement.

This video explores the importance of Social Security, a social insurance program consisting of retirement, disability and survivor benefits.

As you grow older, the proportion of what you spend on certain items is likely to change. You may have been paying off a mortgage, buying a retirement home or paying college tuition fees for your children. Let’s take a look at how spending habits might morph over time and consider some of those significant changes as you enter retirement.

Learn about the new Interactive Brokers Retirement tool that is part of PortfolioAnalyst which allows clients to include or exclude both Interactive Brokers’ accounts as well as external accounts held with other financial institutions.