Posts Tagged: Portfolio Longevity

Ross Polking Thumbnail Photo

You’ve spent your career saving for retirement. Your wealth enhancement strategy was spot on, and you’ve finally come to the next exciting journey. It may seem there’s little left to do except enjoy the accumulated fruit of your labor. But in actuality, without as many—or any—income sources, it becomes even more important to employ the right withdrawal strategy in order to maximize portfolio sustainability and mitigate tax concerns. A wealth enhancement...

Read More