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Author: Fuskie Big funky green star, 20000 posts Top Favorite Fools Old School Fool Ticker Guide SC1 Red Winner of the 2010 Rule Breakers Challenge Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 267325  
Subject: Re: Should I step out on my own? Date: 8/30/2014 4:27 PM
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I guess the question is what is the purpose of this money. Do you need it for retirement or do you want to pass it on as inheritance? If the former, then your risk tolerance should be based on how many years you think you have until you'll need it based on your other retirement assets. If the latter, then you want to focus on the best vehicle to grow and pass it on tax free to your heirs.

Fuskie
Who notes most people in their senior years are moving away from an aggressive investment approach and towards a more conservative strategy to ensure their savings will be there for them no matter what the market does...
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