Chapter 7
Guiding Investments and Distributions in Retirement
IN THIS CHAPTER
Managing your investment mix over time
Funding and annuitizing annuities
Selecting your best pension options
Reviewing helpful withdrawal strategies
As you approach and enter retirement, you’ll have plenty of decisions and issues to deal with regarding your investments. Although some of these are straightforward, others can be quite complex and stressful because you’re making decisions that are irrevocable and have long-term consequences.
This chapter should help you minimize that stress and maximize the financial results from these important decisions. In this chapter, we explain how to adjust your investment mix over the years, estimate your investment income, keep your portfolio in balance, assess what roles annuities should play in your retirement plans, choose among your pension options, and plot your retirement account withdrawal strategies.
Guiding Your Investments through Retirement
In Chapter 4, we discuss the importance of developing an overall investment plan known as your asset allocation. ...
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