Broadridge Financial Solutions, Inc. · NYSE:BR

Broadridge Financial Solutions — Conference Presentation (2023)

8 slides from Broadridge Financial Solutions's conference presentation, 2023

  1. Slide 1: Retirement Income Planning: Planning for a Financially Successful Retirement

    Retirement Income Planning Planning for a Financially Successful Retirement PREVIEW [V23N1] © 2023 Broadridge Investor Communication Solutions, Inc. 1

  2. Slide 2: Basic Questions

    Basic Questions  What does retirement mean to you?  When do you plan to retire?  How long will your retirement last? PREVIEW Planning for retirement income starts with three basic questions: • <CLICK>What does retirement mean to you? That is, what do you want and expect in retirement? Do you plan

  3. Slide 3: Early Retirement Considerations

    Early Retirement Considerations  Fewer accumulation years  Longer distribution period  Impact on Social Security  Health care / Medicare  Impact on pension benefit PREVIEW As we’ve mentioned, when you decide to retire can have an enormous impact on your overall retirement income situation. Let’

  4. Slide 4: Delayed Retirement Considerations

    Delayed Retirement Considerations  More accumulation years  Shorter distribution period  Impact on Social Security  Impact on health care PREVIEW As you may suspect, delaying retirement presents certain advantages when it comes to retirement income planning. <CLICK>The longer you work, the longe

  5. Slide 5: Working During Retirement

    Working During Retirement  Earnings reduce demands on Phased Retirement Programs personal savings • Increasingly common  Potential access to health care • Allow you to receive all or part of your pension benefit  Effect on Social Security once you’ve reached retirement age  Nonfinancial benefits

  6. Slide 6: How Long Will Retirement Last?

    How Long Will Retirement Last?  We’re living longer  Average 65‐year‐old American can expect to live another 18.4 years*  Average life expectancy is likely to continue to increase  Retirement may last 25 years or more *Source: NCHS Data Brief, Number 456, December 2022 PREVIEW When it comes to y

  7. Slide 7: Planning: Goals

    Retirement Income Planning: Goals Every retirement income plan should strive to balance three main goals to help Enhance your ability to enjoy retirement Manage the risk of outliving your income Address the risk of unexpected life events PREVIEW Every retirement income plan should strive to balance

  8. Slide 8: Planning: The Process

    Retirement Income Planning: The Process Use Savings Estimate How to Bridge the Much Income Gap You’ll Need Consider Identify Major the Gap Factors (e.g., inflation) Total Income from Social Security, Pensions PREVIEW Once you know when your retirement will start, how long it may last, and the type o

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