Personal Investments • Making the Pivot to Current Income Portfolio

Desired AA is 45% Total Bond Index, 40% Wellesley Income, 15% Total Stock Index for the IRAs.

Also municipals in taxable is usually kind of a last resort - maybe by re-jiggering a bit, you could avoid the need for that.

Could you explain this? I feel like I've read many posts suggesting municipals belong in taxable account.

The point (I assume) was that municipals are a last resort. When one needs to resort to them, taxable is where they would be logically placed.

Statistics: Posted by Doctor Rhythm — Thu Sep 12, 2024 1:15 am — Replies 21 — Views 1207

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