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A one-stop in-retirement portfolio-maintenance regimen Retired investors who opt for a hands-on approach to managing their investments are advised to streamline their portfolio maintenance into a cohesive regimen that they can roll out toward the year's end, writes an expert in Morningstar. This regimen may start with reviewing their portfolio's ability to generate income to cover their expenses for the current year, and then proceed to determining the portfolio cash flow needs in the following year and to evaluating required minimum distributions (for those who reach 70 1/2). If necessary, retirees may then assess other sources of cash flow, and move on to reviewing their investment portfolio, after which they can decide where to make withdrawals or reinvest assets based on the portfolio assessment.
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