Retiree Stock Allocation Recommendations: Do You Fit the "Mold"?
by William Reichenstein
How much of your portfolio should be invested in stocks if you are a retiree living off of your retirement savings?
The answer depends on how closely you fit the typical "mold."
In this article
- The Experts: Life Cycle Portfolios
- Strategic Stock Exposure
- Retirement Horizon
- The Expanded Portfolio
- Resources for Others
- "Typical" Variations
- Summary
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At first blush, there would appear to be a fair amount of disagreement among the "experts" on this seemingly basic question. But upon closer examination, it is clear that many of these disagreements stem from differing assumptions about the typical retiree.
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