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Decumulation

Decumulation

Advisor helps 74-year-old client, wife plan for what’s next

Advisor helps 74-year-old client, wife plan for what’s next

Planning and Advice

Advisor helps 74-year-old client, wife plan for what’s next

The couple's decumulation plan has got them resting easy

By Noushin Ziafati |September 3, 2025

5 min read

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