Schwab IMPACT 2026: Balancing Retirement Income, Growth and Tax Efficiency

Inga Rachwald of Schwab Asset Management explains why retirement income requires more than choosing investments, with taxes, required minimum distributions, cash flow and long-term goals all shaping the strategy. She discusses balancing short-term income needs with growth as retirees live longer and inflation pressures purchasing power. Rachwald also explains how custom model portfolios let advisors tailor asset allocations while focusing on holistic financial planning.

Trading 360

29 Oct 2026

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