From: Peter Malone
Sent: Tuesday, March 20, 2018 9:46 AM
To: CrestwoodAdvisors <crestwoodadvisors@crestwoodadvisors.com>
Subject: JP Morgan Guide to Retirement 2018
Good Morning,
Attached is the 2018 JP Morgan Guide to Retirement. As always, JPM provides so much useful content, and this piece is extremely relevant to all areas within the Crestwood team.
I have included just four graphics that stuck out to me but would recommend looking through the full presentation whenever you have the chance.
Maximizing HSA for Health Care Expenses in Retirement – emphasis on triple tax free
The Retirement Equation – what we can and can’t control
Increasing Age of Americans in the Workforce – Americans are living and working longer
Retirement Savings Checkpoints – forward looking return expectations may require higher savings
Peter Malone, CFA
Research Analyst
Direct: 617.226.0030
Fax: 617.523.8118
Crestwood Advisors
One Liberty Square
Suite 500
Boston, MA 02109
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