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Special Report on Retirement 2021

With inflation affecting spending and portfolios, your retired clients will need clear counsel. This year’s Special Report on Retirement provides insights on inflation-proofing portfolios, managing retirement spending, government benefits, tax savings and more.

November 22, 2021

Model portfolios: Inflation protection for senior clients

Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client

  • November 22, 2021 December 1, 2021
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