Is Your Retirement Portfolio Ready To Do The Twist?

pearlbrown | Sep 13, 2012 | 2,298 posts since 2010

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...

Post an answer

The financial institution, product, and APY (Annual Percentage Yield) data displayed on this website is gathered from various sources and may not reflect all of the offers available in your region. Although we strive to provide the most accurate data possible, we cannot guarantee its accuracy. The content displayed is for general information purposes only; always verify account details and availability with the financial institution before opening an account. Contact [email protected] to report inaccurate info or to request offers be included in this website. We are not affiliated with the financial institutions included in this website.