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Investing Specialists

Who Manages Your Portfolio When You No Longer Can? Ways to Plan Ahead

Readers say they rely on written instructions, simplified holdings, and getting outside help if needed.

Managing your finances in retirement can be tricky business. There are asset-allocation decisions to make, choices about which investments to use, and calculations to determine how much you can safely afford to withdraw each year. Things are complicated enough without having to suddenly take over a portfolio that is brand new to you, one that has been managed by someone else for years and is based on investing philosophies and choices you had little, if anything, to do with.

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