Should Your Simple Retirement Portfolio Be More Complicated?

#Morningstar  #RetirementPortfolio #RetirementInvesting

Less is generally more, but there are exceptions.

00:00 Introduction

00:35 What Are the Bare Minimum Investments in a Simple Retirement Portfolio?

01:42 Why Retirees Could Want More Holdings in Their Portfolio

03:32 What Should Holders of Actively Managed Mutual Funds Consider?

04:20 Surgical Withdrawals and Managing Your Retirement Portfolio

06:01 Tax Considerations for Retirement Investors



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