Is Now a Good Time to Retire?

Expert Opinion April 10, 2024 at 09:25 PM
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What You Need To Know

  • It is never good to be forced to sell into a down market.
  • A severe downturn can decimate clients' retirement portfolios if it occurs late in their working years or early in retirement.
  • It makes sense to begin raising cash in clients' portfolios to fund the early years of retirement on a gradual basis.

What You Should Be Reading

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