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Is Your Retirement Portfolio Ready To Do The Twist?

Thursday, September 13, 2012 - 8:59 AM
From Morningstar via Yahoo Finance: 
The conventional rules of thumb on asset location [...] are pretty straightforward and intuitive. But  especially for those nearing or in retirement, the rules about sequencing in-retirement withdrawals are at odds with the standard asset-location rules. [...] The upshot? At some point, pre-retirees may need to "twist" their portfolios...


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pearlbrownpearlbrown1,473 posts since
Nov 2, 2010
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