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Personal Investments • Going to a 100% Stock Asset Allocation Due to Nice Pension - Anyone else doing this?

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My mom is turning 73 later this year. Took her RMD and left it to pay some taxes. She's like 90/10 because her SS and pension is 6 figures and covers all expenses and couple of paid for homes and no debt. She's just planning on leaving everything to my kids. guess if her pension and SS don't cover it we'll draw but I think it's highly unlikely since she has two homes and we could just sell one and have a lot to pay for LTC.

Statistics: Posted by livingalmostlarge — Wed Sep 11, 2024 1:58 am — Replies 91 — Views 6532



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