Commentary: Revamp portfolio allocation in retirement

04/12/2012 | Morningstar

Deciding where to put assets requires different tax considerations for retirees who need to draw down funds than it does for those still accumulating them, Christine Benz writes. "At some point, pre-retirees may need to 'twist' their portfolios, relocating at least some bonds in their taxable accounts for liquidity purposes while moving equity assets to tax-sheltered wrappers," Benz writes.

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