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Money Fund + CDs20.1%SWVXXTotal Bond Market4.7%VBTLXWellesley Income4.5%VWINXBank + Treasury Dir3.5%CASH$Ultra-Short Bond2.1%VUSB35% Total (rounded up)."Question is what reasons do you have for not taking on term risk at this point? Bonds look attractively priced."
RMD's begin in 2025 so that reality is driving my decision-making about duration. I have two RMD's planned out from above allocation, and will think about the next three. I should have a five-year plan for RMD withdrawals pretty soon. Just need to dedicate more research and thinking time to that.
Statistics: Posted by Target2019 — Sat Jul 06, 2024 9:45 am — Replies 31 — Views 3000