60plus

Dealing with reduced investment income

Tips for dealing with reduced investment income in retirement:

A way to use your money to make it grow.

Tags:

Too late to join?

Kiwi Story

Leon is 62 and earns $37,000. He's been a member of his employer's super scheme for the last 10 years ...

Read more

Life expectancy

Your life expectancy is the age that you are expected to live to, based on your age now. As you get older, your chances of living to an older age improve.

Tags:

Read more

Which investment portfolio is right for you?

Currently, Sorted 60plus uses, as a default, an expected rate of return that is generated from a 'conservative' portfolio of assets (30% shares and property).

What you earn on your investment as a percentage of the amount you invested. For example, if you by a house for $300,000, and it makes you $15,000 from rent each year (after all the running costs have been paid), the rate of return on your asset (the house) is 5% ($15,000 is 5% of $300,000).

Shares and equities refer to the same thing - a share in the ownership of a company and entitlement to any distributions (eg dividends).

Tags: