Posts Tagged ‘portfolio longevity’
The Coordinated Withdrawal Strategy: A Smarter Buffer Asset to Safeguard Retirement Portfolios
When clients step into retirement, the greatest threat to their portfolio isn’t necessarily the stock market: it’s the order in which returns arrive. That’s the core concern behind sequence of returns risk, and it’s precisely what the Coordinated Withdrawal Strategy is designed to mitigate. Combining investment withdrawals with a reverse mortgage line of credit can reduce pressure on…
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