How do I invest to prepare for retirement?

Retirement provision

Posted by MoneyController on 26.09.2024

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Inflation erodes savings more or less slowly, so that it may happen to many that they reach retirement with an income below their financial expectations. To avoid this, one solution may be to invest during one's working life. In ‘La Repubblica’ Luigi dell'Olio reports some results of a research conducted by MoneyFarm on investments aimed at supplementary retirement savings.

Investing in a property

Investing in a property is for many a guarantee: it allows them not to have to pay rent and represents for many a safe investment in which to immobilise their capital. However, as MoneyFarm points out, some problems should not be underestimated: for example, it is an illiquid investment on average, in the sense that in order to capitalise on it, it is necessary to find a buyer. Moreover, all possible expenses have to be taken into account: both those related to acquisition (mortgage, transfer of ownership) and maintenance.

Setting up a property as an income

One way to obtain a return is to rent out the property. The risks in this case are payment arrears or not finding tenants. Putting a property to income, on balance, and taking these risks into account, could be a way to protect one's assets against inflation, according to MoneyFarm. But on condition that you are able to update the rent on the basis of inflation. The same applies in the case of selling: even in that case, whoever sells the property should try to obtain a revaluation in line with inflation.

Government bonds

Then there is the possibility, as we go on to read in dell'Olio's article, of investing in government bonds. These are often products that offer attractive returns. They are also characterised on average by low risk and enjoy tax advantages. The choice is of course vast and should always be made taking into account one's attitude to risk and one's investment goals.

Pension funds

Finally, there are pension funds, which are instruments specifically designed to accumulate a certain amount of wealth to be added to one's income in retirement. Here too, however, it is necessary to assess one's personal risk appetite and necessarily also one's investment goals. Being supported in your choice by a financial advisor can be a way to overcome the legitimate doubts that accompany this as well as other investment choices.

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