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Retirement is one of the biggest transitions of life, and it naturally brings up a lot of questions. For many people, the most pressing is whether existing savings will be enough to provide the life they want, for the entire length of retirement.
The traditional way to invest in retirement is to shift a portfolio into a lower-risk asset allocation, usually by increasing the percentage invested in fixed-income securities. This potentially lowers portfolio risk while also creating income from the yield on the bonds. The retiree withdraws a set percentage every year, adjusted for inflation.
Retirement today often lasts longer – 20 or 30 years is now normal – which not only means that savings have to stretch further, but also that it doesn’t make as much sense to forgo growth on a portfolio that may not be needed for more than a decade. And with the low-yield environment that has become... ...
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