Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets
WEALTHTRACK
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Higher-Yielding Assets and Retirement Returns
This chapter discusses the benefits of higher-yielding assets as a buffer against decreasing bond values and how it has led to increased estimated returns for retirement. It also explores the impact of different withdrawal strategies on recommended allocation, the importance of considering inflation in retirement portfolios, and the alignment of US equity and fixed income returns in the next decade.
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