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Investing during retirement follows the same “first principle” that investing during your working years does – you want to stay consistently invested, so that your risk-taking can be rewarded over the long term.
The biggest change is that in retirement, your spending – big, small, planned and unplanned – has to come out of your savings and investments. And because you may have a more conservative asset allocation in retirement, you won’t have the same ability to recover losses as you may have with your pre-retirement asset allocation. You also won’t have the luxury of an extended period of time to recover.
Additionally, you want to avoid having to liquidate investments that have dropped in value. A down market can put pressure on your income stream. Generating cash by selling investments that have not recovered their value crystallizes the loss. It’s also important to be sure you have accurately estimated your expenses,... ...
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