A new report has the financial world talking about portfolio projections. Is it realistic? Here’s what I think about the new research. Encore Mashup!

Summary: While everyone was out enjoying their MLK holiday the financial industry was buzzing over new reports. Would you be able to survive retirement with a 60/40 US stock-bond portfolio? Today I discuss the calls for historically low average returns and the flattening of the yield curve. Other topics include: • Roth 401k funding & Roth conversions as you retire • Situations where reverse mortgages work • Is a 1031 exchange the right move for this SF landlord searching for better yield?