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Once in retirement, retirees may want to consider adjusting their asset allocation more toward bonds. With enough bonds to live on for years, retirees can avoid having to sell off any stocks if ...
At the same time, another key objective for retirees is to increase their after-tax rate of return as they save for and live in retirement. For some, this could mean allocating bonds (which tend ...
The general rule for asset allocation in retirement is this: You should shift toward more conservative investments once you retire, since you no longer have an active income with which to replace ...
Discover optimal asset allocation strategies at any age to balance growth and risk. Ask questions to work toward retirement asset allocation at any stage.
A 1031 exchange is similar to a traditional IRA or 401(k) retirement plan. When someone sells assets in tax-deferred retirement plans, the capital gains that would otherwise be taxable are deferred until the holder begins to cash out of the retirement plan. The same principle holds true for tax-deferred exchanges or real estate investments.
Asset allocation is related to portfolio diversification. Diversification means spreading one’s money across a range of assets. It’s like the age-old advice to not put all your eggs in one basket.
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