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Pitfalls in Retirement

David Laster, Anil Suri and Nevenka Vrdoljak
The Journal of Retirement Summer 2013, 1 (1) 91-99; DOI: https://doi.org/10.3905/jor.2013.1.1.091
David Laster
is a director of investment analytics at Merrill Lynch Wealth Management in New York, NY.
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  • For correspondence: david.laster@ml.com
Anil Suri
is the chief investment officer for multi-asset class modeled solutions at Merrill Lynch Wealth Management in New York, NY.
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  • For correspondence: anil_suri@ml.com
Nevenka Vrdoljak
is a director of investment analytics at Merrill Lynch Wealth Management in New York, NY.
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  • For correspondence: nevenka_vrdoljak@ml.com
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Abstract

The market turmoil of recent years has left many who are in or near retirement uncertain about how best to protect their nest eggs. This article offers insights into the key financial pitfalls to which retirees are prone. Investors can achieve their retirement goals by spending sustainably, maintaining equity exposure, addressing longevity and inflation risks, and devising a sound plan with which they feel comfortable.

TOPICS: Retirement, wealth management, risk management

  • © 2013 Pageant Media Ltd
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The Journal of Retirement
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Pitfalls in Retirement
David Laster, Anil Suri, Nevenka Vrdoljak
The Journal of Retirement Jun 2013, 1 (1) 91-99; DOI: 10.3905/jor.2013.1.1.091

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Pitfalls in Retirement
David Laster, Anil Suri, Nevenka Vrdoljak
The Journal of Retirement Jun 2013, 1 (1) 91-99; DOI: 10.3905/jor.2013.1.1.091
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  • Article
    • Abstract
    • THE RETIREMENT CHALLENGE
    • OVERCOMING THE PITFALLS
    • ENDNOTES
    • REFERENCES
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