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Retiree worries about keeping retirement portfolio above $1 million

The concern centers on whether drawing down assets during retirement could cause the portfolio balance to fall below a self-imposed $1 million threshold, affecting comfort with spending.

Reported · Written up by our desk · Fund Industry

MarketWatch examines why a 75-year-old saver who has spent a lifetime building a retirement nest egg is anxious about letting their retirement fund dip below $1 million.

The outlet highlights how the shift from saving to spending, and the possibility of a portfolio balance declining as withdrawals begin, can feel unsettling even when the plan is intended to support retirement spending.

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