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Strategies for Liquidating Assets at Retirement (PDF)
Still River Retirement Planning Software
Feb. 25, 2003 Excerpt: Financial companies and their representatives increasingly deal with retired clients who need to spend down some of their assets to make ends meet. Once it is determined that it is appropriate to do so, the next question is: which specific asset(s) should be liquidated? We'll look at four different strategies for answering this question, and explain why one of them appears to be more useful than the others. MORE >> |
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