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Re: ⏰Noelle, Take Time For A Midyear Retirement Account Check-In (fwd)
- To: Noelle <noelle>
- Subject: Re: ⏰Noelle, Take Time For A Midyear Retirement Account Check-In (fwd)
- From: robert <http://dummy.us.eu.org/robert>
- Date: Fri, 02 Aug 2024 11:55:59 -0700
- Keywords: our-Oakland-cell-phone-number
We could work on this today as well, if you want.
 > From: robert <http://dummy.us.eu.org/robert>
 > Date: Sun, 21 Jul 2024 08:41:51 -0700
 >
 > Do you have any idea when we will need to start looking into this?  I.e.,
 > have calculated a "burn down rate" against available assets?
 > 
 >  > From: robert <http://dummy.us.eu.org/robert>
 >  > Date: Sat, 22 Jun 2024 10:57:35 -0700
 >  >
 >  > OK.  At some point, we should review all of your retirement accounts to
 >  > figure out which is most volatile (i.e., likely to lose money) so we have
 >  > a list of which ones to take money out of once you start needing money.
 >