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PART 1: John and Mary - Investing When Retired

Karl Pearson (

Investment decisions in retirement may be more complicated than is
typical of the neat schemes presented in so many financial articles.
Here, in four parts, is a "real life" example. Feel free to skip over
these rather lengthy messages. But, if you want to stop and ponder a
bit, your comments will be welcome!

Background - Their Financial History

Consider the case of John (65, retired) and Mary (62, at home) living in
California, a community property state. They have one son and one
grandchild, and are not concerned with leaving much of an inheritance
having made financial gifts along the way. They are in the 28% federal
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