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  2. Asset Allocation by Age: How Does It Affect Retirement? - AOL

    www.aol.com/finance/asset-allocation-age-does...

    Discover optimal asset allocation strategies at any age to balance growth and risk. Ask questions to work toward retirement asset allocation at any stage.

  3. Why retirement portfolio strategies get more complicated over ...

    www.aol.com/finance/why-retirement-portfolio...

    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 ...

  4. New retirement withdrawal rule could backfire in costly way - AOL

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    If you file a federal tax return as an individual and your combined income — your adjusted gross income, plus nontaxable interest you have earned on investments, plus one-half of your Social ...

  5. Retirement spend-down - Wikipedia

    en.wikipedia.org/wiki/Retirement_spend-down

    Longevity risk becomes more of a concern for individuals when their retirement savings are depleted by asset losses. Following the market downturn of 2008–09, 61% of working baby boomers are concerned about outliving their retirement assets. [26] Traditional spend-down approaches generally recommend three ways they can attempt to address this ...

  6. 6 Required Minimum Distribution Retirement Rules You ... - AOL

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    6 Required Minimum Distribution (RMD) Retirement Rules You Should Know. If you want to become wealthy, an essential habit you should create is regularly investing a portion of your income in a tax ...

  7. Asset location - Wikipedia

    en.wikipedia.org/wiki/Asset_location

    Asset location (AL) is a term used in personal finance to refer to how investors distribute their investments across savings vehicles including taxable accounts, tax-exempt accounts (e.g., TFSA, Roth IRA, ISAs, TESSAs), tax-deferred accounts (e.g., Canadian RRSP, American 401(k) and IRAs, British SIPPs, Irish Personal Retirement Savings Accounts (RPSA), and German Riester pensions), trust ...

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