This is one in a series of blog posts from the Morningstar Investment Conference in Chicago.
That the thick fieldbook handed out to Social Security agents lists some 2,700 rules makes it no surprise that retirement is nearly synonymous with complexity. To simplify, retirement advisors like to rely on rules of thumb and well-worn advice. And sometimes that needs a refresh, a task given this morning to Vanguard’s Maria Bruno, T. Rowe Price’s Christine Fahlund and Asset Strategy Consultant’s Roger Wolhner.
Read the full interview at Forbes.