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Finance: Transitioning Your Assets … A 4-Step Process

Adapted with permission from Your Complete Guide to a Successful & Secure Retirement by Larry E. Swedroe and Kevin Grogan. Published by Harriman House. © 2019. All rights reserved.

Larry Swedroe and Kevin Grogan are the coauthors of Your Complete Guide to a Successful & Secure Retirement. Swedroe serves as the director of research, and Grogan serves as the director of investment strategy for Buckingham Strategic Wealth and The BAM Alliance, a community of more than 130 independent registered investment advisors throughout the country.

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