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Investing Specialists

Formulate a Strategy for Retirement Portfolio Withdrawals

The precisely right withdrawal rate is elusive, but taking these steps can keep yours on track.

Note: The following is part of Morningstar.com's Retirement Matters Week special report. A version of this article appeared on Oct. 10, 2017.

If you're investing money in the years leading up to retirement, your savings rate is the make-or-break number: Save too little too late and you'll be hard-pressed to make up ground with savvy investment selections.

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