A retirement portfolio is like a ship in the open water. It is exposed to a variety of potentially hazardous conditions, and its survival is a function of how it is designed and how it is managed.
To build a sturdy portfolio that will get clients as far as they need to go, it’s particularly important to understand the required minimum distribution guidelines that apply to almost all retirement accounts. It’s also vital to see what hazards face these accounts, and how advisers can address them.
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