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According to the book “Income Allocation”, what is the “secret of success” in retirement?
Income allocation as it is illustrated in the hypothetical example of little sister Jill “splits’ her assets earmarked for retirement into two categories of income and growth. What two different type of financial products or portfolios are used in the example to assist Jill in achieving her retirement income planning goals?
Big Brother Bill “outperformed” his little sister Jill in many ways during his first 20 years of retirement. Which of the following answers best describes how little sister Jill underperformed Bill?
4. Your income allocation workbooks describe 3 types of risks and cite examples of those risks. What are the 3 biggest risks retirees face?
What are the greatest challenges to a boomer during retirement?
Which of the following annuities are listed in the book income allocation?