Hall County Government
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Portfolio Allocation, Income and Spending in Retirement
J.P. Morgan Asset Management Aug. 25, 2021 "De-risking is commonplace: 75% of retirees reduce their equity exposure after they roll over their assets from a 401(k) to an IRA. Required minimum distributions (RMDs) appear to be the dominant withdrawal 'guidance.' The vast majority of retirees -- particularly those with less observable wealth -- do not take distributions before RMD age, and those older than RMD age choose to take only the RMD amount. Income and spending in retirement are highly correlated. As income increases with the start of Social Security and RMDs, spending increases." |
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