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What if This Turns Out to Be a Terrible Time to Retire?

Released on Tuesday, June 21, 2022RETIREMENT
Low bond yields and elevated equity valuations suggest that new retirees are confronting a challenging environment. This presentation discusses some of these headwinds and shares strategies for troubleshooting them at the portfolio and financial plan levels. Christine Benz will also discuss Morningstar's recent research on safe withdrawal rates.

Christine Benz
Morningstar, Inc. , Director of Personal Finance

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