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Retirees Overinvested in Stocks
Retirees are dangerously overexposed to stocks—half of those 70+ hold more equities than recommended, risking catastrophic losses during market dips. Sequence-of-returns risk means selling low when markets fall, permanently shrinking portfolios. With pensions fading, retirees need income-focused strategies: balance cash, guaranteed income, and growth assets. Fidelity advises withdrawing only 4-5% annually, adjusted for inflation, and rebalancing toward bonds as you age. Your portfolio should serve income, not just growth. Support the show:Get a discount at https://solipillow.com/discount/dnn…
The skinny
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