Old Age Security

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Twenty-Five Years of Financial Insights (Part 12: Drawing Income From Your Portfolio)

As we approach the finish line on our 2016-2017 series of articles inspired by 25 years of financial insights, I am reminded of another milestone in most people’s lives: The year they decide to retire. At that pivotal time, your daily routine isn’t the only thing that undergoes a major change. After a lifetime of investing toward retirement, it’s now time to start withdrawing for it. Even if you’re well-funded for the event, that’s a mighty big shift, in mind and matter alike.

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