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2. How to recession-proof your retirement: 7 smart strategies to ...

   www.aol.com/finance/recession-proof-retirement...

   Asset. Allocation. Description. Stocks. 30%. You can divide this portion of your retirement portfolio among broad-market mutual funds and exchange-traded funds (ETFs) that include stocks from ...

3. Retiree Portfolio Makeover: Expert Advice on Adjusting Asset ...

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   The remaining one-third can come from portfolio withdrawals,” he said. “Most retirees will face market risk, inflation risk, cognitive risk and longevity risk. ... Review Your Retirement Plan ...

4. Ask an Advisor: I'm 65 and Going to Retire Soon. How ... - AOL

   www.aol.com/ask-advisor-im-65-years-133705405.html

   The structure of your retirement portfolio should reflect your needs, lifestyle, risk tolerance and capacity, and financial resources. Diversification across tax location, investment type, time ...

5. 5 ways to recession-proof your retirement portfolio

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   5 ways to recession-proof your retirement portfolio. Rachel Christian. Updated August 29, 2024 at 2:22 PM.

6. Trinity study - Wikipedia

   en.wikipedia.org/wiki/Trinity_study

   Other authors have made similar studies using backtested and simulated market data, and other withdrawal systems and strategies. The Trinity study and others of its kind have been sharply criticized, e.g., by Scott et al. (2008), [2] not on their data or conclusions, but on what they see as an irrational and economically inefficient withdrawal strategy: "This rule and its variants finance a ...

7. Investment policy statement - Wikipedia

   en.wikipedia.org/wiki/Investment_policy_statement

   An investment policy is required under virtually all investor circumstances, with the exception of individual investors. According to the US Employee Retirement Income Security Act of 1974, as amended (ERISA), for every qualified company retirement plan (e.g., 401[k], profit sharing, pension, 403[b]) there are certain fiduciary responsibilities for managing the plan assets with the care, skill ...

8. Retirement spend-down - Wikipedia

   en.wikipedia.org/wiki/Retirement_spend-down

   The appeal of retirement age flexibility is the focal point of an actuarial approach to retirement spend-down that has spawned in response to the surge of baby boomers approaching retirement. The approach is based on personal asset/liability matching process and present values to determine current year and future year spending budget data points.

9. Retirement Strategies To Consider Once Your Portfolio Hits $1 ...

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   If you've reached the lofty sum of $1 million in your retirement accounts, congratulations! This is a dream that many Americans never reach. According to CNBC, the average 401(k) balance for ...