Advisor Flipbooks

Distribution Focused Strategies

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3 SEI DISTRIBUTION-FOCUSED STR ATEGIES You've worked hard to reach this point. Women Men One partner Both partners A lot of careful thought went into saving for your future and living comfortably in retirement. But, as you approach that transition, you may also be dealing with some uncertainties: • What will it take to reach your desired level of comfort and freedom? • What planning is needed to help ensure that your resources last your lifetime? The good news: You may live a lot longer than you expect. At 65 today, the probability of living to a specific age Source: 2024 OASDI Trustees Report, Table V.A4.—Period Life Expectancy, https://www.ssa.gov/oact/tr/2022/lr5a4.html (as of February 18, 2025). Year Women Men Difference 2001 20.2 17.5 2.7 2023 20.5 17.5 3.0 2050 22.4 17.5 4.9 Source: American Academy of Actuaries and Society of Actuaries, Actuares Longevity Illustrator, http:// www.longevityillustrator.org/ (as of February 18, 2025) Average life expectancy at age 65 years years years years

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