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A flexible approach to managing retirement assets was presented in the August 2008 column. This approach uses a retirement asset inventory to obtain a unified view of a portfolio of retirement assets regardless of the nature of each asset (i.e., pension or investment account balance) and regardless of the tax status of each asset. The column also reviewed some other factors, such as the role of a...
Set the date range to filter the displayed results. You can set a starting date, ending date or both. You can enter the dates manually or choose them from the calendar.