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Investing Specialists

Early Retirees Troubleshoot Potential Vulnerabilities in Their Plan

A long time horizon calls for extra care with withdrawals and asset allocation.

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Editor's note: This article is part of Morningstar's 2017 Portfolio Makeover Week.

Catherine and Roberto have a life many of their peers would envy. 

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.