A retirement plan needs to address the money you will live on as well as what may pass to family. Coach Pete, Thomas Lipscomb and Russell Hackmann discuss lifetime-income considerations, market risk and making wealth-transfer intentions clear.

Call 888-456-7577 to connect with the team. Explore the show at Rock on Retirement.

Information is provided for illustrative purposes only and does not constitute investment, tax or legal advice. Consult a qualified professional before taking action.