Many retirement plans assume continuity—if you save x dollars per year over y years, you end up with enough for your secure nest egg.

But life is not linear. Things change in ways we can't predict...a plunging stock market, a health crisis, a spike in inflation, or some other unexpected event.

No one can incorporate every possibility into a retirement plan. However, it is quite possible to build a strategy that is resilient enough to handle the detours that are part of life.

This free guide1 was developed by Zacks tax experts to give you the confidence of a retirement strategy designed for a world of unknowns. You'll learn:

  • How to diversify across time, tax treatment, and income sources
  • Which overlooked risks pose the greatest threat to long-term security
  • How to build flexibility into your withdrawal and investment approach
  • Why annual reviews are essential for staying on course
  • How a research-driven advisor can help reinforce durability

If you have $500,000 or more, fill out the form to get your free guide today!

NOTE: Zacks Investment Management is not a tax advisor, and this guide is provided for general informational purposes only. Final IRS guidance on OBBBA provisions may further clarify or alter some interpretations. We strongly recommend consulting a qualified tax professional regarding your specific situation.

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios using strategies with a track record of success.