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Recent studies suggest that many retired and near-retirement age individuals do not understand basic investment strategy. One study concludes that “Boomers are in a state of financial paralysis” (Guardian Life, 2004). This article provides tips about which types of securities to include in various retirement accounts to maximize the value of the retirement portfolio. The article also considers social security and its possible effect on retirement investment strategy.

Tips For Maximizing The Value Of Your Retirement Investment Portfolio