J.P. Morgan Asset Management has announced the launch of a newretirement guide designed to help advisors talk with clients aboutthe challenges facing American retirees and the considerations theymust weigh as they build their portfolios.

The free J.P. Morgan Funds Guide to Retirement, recentlymade available on JPAM’s website, provides talking points foradvisors in chart or graph format as they discuss issues withclients such as:

  • How to track retirement savings checkpoints
  • Spending behavior and the long-term impact of portfoliowithdrawals
  • The nuts and bolts of structuring a portfolio that balancesincome and return

This coming Friday, the guide will be launched in an interactivedigital version.

In a recent interview, the two primary authors of the guide,Cathy Peterson and Katherine Roy, spokewith AdvisorOne about how advisors and end-investors areusing the content. They compared the guide to another regularlypublished JPAM free guide from chief market strategist DavidKelly designed to help advisors talk with clients aboutasset allocation.

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