Withdrawal Strategy
Bonds in a retirement portfolio
The role bonds play changed considerably in the past few years, and the reasons for holding them are worth restating.
Topic
allocation
Every Retirement Wealth Planner article tagged allocation — 3 pieces across 2 sections.
Accounts & Vehicles
Target date funds, examined
The default investment in most workplace plans, and a reasonable one, with differences between products that matter.
Withdrawal Strategy
Rebalancing, and how often is enough
A maintenance task with a clear purpose, a modest benefit, and a lot of unnecessary complication around it.