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Opinion: How retirement planning needs to change in the new year

David Blanchett, Michael Finke, David Lau & Wade Pfau
December 28. 2020

With all the changes 2020 brought and a new year around the corner, it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates dramatically changed the environment, but few advisers have similarly transformed their advice. How should advisers be reworking client retirement plans in 2021?

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