TITLE

FOUNDATION for Retirement

AUTHOR(S)
O'Brien, Elizabeth
PUB. DATE
July 2008
SOURCE
Financial Planning;Jul2008, Vol. 38 Issue 7, p60
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article describes how foundations and endowments can teach financial advisors strategies for constructing and maintaining retirement income portfolios. It states that asset allocation in retirement is one of the most efficient ways to meet long-term portfolio needs. It suggests that some advisors prefer alternative investments instead of portfolio efficiency. It discusses the difference between retirees and foundations in relation to duration and tax treatment.
ACCESSION #
33120195

 

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