News

Squire provides complete and personalized tax management and planning solutions to meet your needs.

News

Squire provides complete and personalized tax management and planning solutions to meet your needs.

First 5 years of retirement can have crucial effect on a portfolio

A Prudential analysis of retirement portfolios found that they can be profoundly affected by market returns in the years immediately before and after retirement begins. The 10 years leading up to and after retirement are risky if a portfolio performs poorly, according to Prudential, and the first five years of retirement are the riskiest. Scaling back risk before retirement may be a wise move.