- Our reader's caution means he has ended up holding a lot of cash
- He has to file US taxes, which reduces his investment options
- How can his assets generate enough income and maintain their real value?
Reader Portfolio
George and Edna
68 and 62
Description
Pension, Isa, general investment account
Objectives
Retirement income, helping children on the housing ladder
Portfolio type
Investing for income
Some investing lessons are learned at a high price. After a difficult family experience, George, 68, invested his retirement savings with caution, but is now struggling to make sure his pot grows ahead of inflation, and needs some help.