My Money in Retirement - Decumulation Hub article: Legacy or bucket list?

The latest article in our Decumulation series is now available, Leave a legacy or pursue bucket lists?

When your Plan Members start thinking about retirement, they'll likely have to strike a balance between bucket lists and leaving a legacy. Ideally, Members build a road map to achieving these goals as soon as they become Plan Members. But retirement goals vary with each Member and can change with life circumstances. 

This latest article in the My Money in Retirement Decumulation Hub series considers the complexities of legacy planning. How can Plan Sponsors leverage plan providers to guide their members towards comprehensive retirement and legacy planning that balances wants and needs? How do taxes, lifestyle and investments affect this planning? 

Read this new article in the Decumulation Hub series. 

To view previous articles from our series, visit the Decumulation Hub.

Questions?

Contact your Sun Life Group Retirement Services representative.