During your working years, rebalancing is easy -- just direct new contributions to the underweight asset. In retirement, the math flips. You are withdrawing, not contributing. The most efficient appro...
During your working years, rebalancing is easy -- just direct new contributions to the underweight asset. In retirement, the math flips. You are withdrawing, not contributing. The most efficient approach: withdraw from the overweight asset class. Every withdrawal becomes a rebalancing opportunity.
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