Cracking the Nest Egg: When Accumulation Becomes Distribution

May 8, 2007 (Updated on Mar 3, 2011) / By Elaine Floyd, CFP®

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It's a big transition when clients leave the workforce to live off their savings. Moving from an accumulation to a distribution strategy requires an attitude adjustment in both you and your clients. Here are the issues to consider when time, compounding, and other conventional investment principles no longer work in your favor.

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