Taking Distributions in Retirement: Section 4 of the Merriman Online Workshop
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July 13, 2011

When you retire, your financial life may change profoundly. You may have been saving money all your life, and suddenly the flow of dollars starts moving the other way. This change has large challenges emotionally, mathematically and financially.

In the fourth section of our online workshop, I discusses taking distributions in retirement and suggests solutions that are likely to work for retirees in various circumstances.

If you missed the first three sections, you can find them here:

Section 1: Choosing the best asset classes

Section 2: Fine tuning your asset allocation

Section 3: Selecting the Best Mutual Funds

 

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