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Recognizing That All 'Rates of Return' Are Not the Same
Best Best & Krieger LLP Link to more items from this source
Nov. 16, 2018
"[I]ndividuals (or plans) that are in 'pay-out mode' can experience dramatically different results in their remaining portfolios -- even though they are all obtaining the same 'average rate of return.' ... [D]uring a 'distribution period' it is better to take loss in return later, when it will have a lesser impact on you overall savings.... Portfolio re-allocation may not be the same as portfolio insulation.... Be aware of, and honest about, your investment horizon."

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