Q&A Follow-up to “Simple & Effective Balanced Portfolios for Lifetime Investing Success”
In a live AAII webinar on Oct. 21, 2020, Chris Pedersen, Director of Research at The Merriman Financial Education Foundation, presented some very simple portfolios that achieve massive diversification and how to apply a variety of approaches during both working years and retirement. Following this presentation, Chris, Paul Merriman and Daryl Bahls, Director of Analytics, met (virtually) to address additional questions received during the event.
What withdrawal strategies do you recommend? Should I take money equally or draw from the fund that has grown the most? How do RMDs change things?
How…
The skinny
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