INSIGHTS

Merit publishes on retirement trends and challenges on the minds of investors and Advisors alike.  For more information, please contact us at 833.637.4854.

Preparing For A Different Future

History is a thing of the past

Emerging realities such as increased longevity and lower expected returns are creating additional challenges for generating sustainable income throughout retirement. This new environment puts the sustainability of traditional retirement income strategies, like the longstanding “4% Rule”, into question.