Check Your Balances

Carve Out vs. Dividends: Portfolio Income Showdown


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This week Ross and Dan revisit a popular topic in their practice which is how to approach portfolio income. Should you be switching to a dividend-focused approach, or would a "Carve Out" strategy give you better access to the funds you'll need to live on in retirement?

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Check Your BalancesBy Ross Anderson, CFP® and Daniel Messeca, CFP®

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