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Bearing Up For Retirement Calls For Strategy Changes; MUTUAL FUNDS; Finding winning tech, international, real estate funds requires discipline.(SERIES: THE NEW INVESTOR)(IBD SPECIAL REPORT)
Byline: MURRAY COLEMAN
Larry Gottlieb started planning for his retirement 16 years early.
The retired Madison, Wis., pathologist says such advance planning came in handy when markets nose-dived in 2000.
"By the time I retired, I felt like I'd paid my dues as an investor," said Gottlieb.
He'd actually quit his everyday job at the end of 1998. Fully into retirement, Gottlieb realizes bear market conditions from 2000 through 2002 could've reaped havoc on someone living off a fixed income.
Thanks to lots of pre-retirement planning, his portfolio made it through all three years in the black.
Gottlieb had only one losing year. That was in 2002 when his portfolio of stock and bond index funds sank 3.6%. The past two years padded those earnings with double-digit cumulative returns.
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