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Offering retirees security and peace of mind

In allocating assets, instruments that are low cost and do not try to beat the markets are preferred.

IN last month's article, we talked about how we helped our retiree client, David, plan for his retirement using our proprietary tool called RetireWell. Based on what David wants, we allocated S$1.479 million of his draw-down assets into the various buckets as shown in the accompanying table.

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