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Is Your Retirement Portfolio Ready To Do The Twist?

pearlbrown
pearlbrown   |     |   2,269 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...

 

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