Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses
Retire With Style
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Incorporating Protected Income into Retirement Plan Strategy
The chapter explores the concept of protected income and its role in retirement planning. It discusses how protected income, such as income from an annuity, can be considered as part of the bond allocation in a portfolio, reducing risk and providing more comfort in retirement. The chapter suggests finding a middle ground between total return and time segmentation strategies to address competing forces.
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