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What Happens to My Investments When I Retire?
Congratulations! Your retirement date is quickly approaching, perhaps you’ve just begun your retirement
journey or you are well into your retirement years. As we meet with clients, we hear how this is not only
a very exciting time, but it is also a time with many uncertainties including an anxiety about running out
of money. In this paper, we offer perspective on your investment portfolios and what does happen when
you retire.