A Supplemental Portfolio Checklist for Retirees
Retirees should also consider inflation, longevity, liquidity, and transition planning as they check their performance, allocations, and progress, says Christine Benz.
Jason Stipp: I'm Jason Stipp from Morningstar. As you're pulling out your personal checklist and conducting your midyear portfolio review, Morningstar's Christine Benz has an extra checklist for those of you who are in retirement or nearing retirement, a special list of important ingredients for retirement portfolio success. She's here with me to offer the details.
Thanks for joining me, Christine.