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Investing Specialists

An Investing Road Map for Retirees

For people in drawdown mode, tips on asset allocation, Social Security, annuities, withdrawal rates, and more.

A version of this article originally published in April 2017.

Even retirees who are seasoned investors will tell you that transitioning from accumulating to spending from their portfolios is a challenge. The "right" withdrawal rate and strategy seems to be a moving target.

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