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Two "Tough" Questions

I have two, potentially tough, questions for the Boglehead cognoscenti. My scenario: 55 year old, recently retired, with a sizable seven figure portfolio that currently has a large cash position. I would like to now set my portfolio up for the (hopefully) long future. The questions: First, should I ...
by PacZen
Tue Apr 16, 2013 12:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Two "Tough" Questions
Replies: 2
Views: 723

Re: Retirement Portfolio Overhaul, Yikes, Help!

Thank you NYBoglehead. How would you suggest the Bond and Equity allocations be structured to generate income and minimize taxes?
by PacZen
Tue Jan 29, 2013 9:48 pm
 
Forum: Investing - Help with Personal Investments
Topic: Retirement Portfolio Overhaul, Yikes, Help!
Replies: 3
Views: 527

Retirement Portfolio Overhaul, Yikes, Help!

Warm greetings to everyone. Short time lurker, first time poster. I am seeking the collective wisdom of the forum regarding the structure of my portfolio heading into retirement. I recently retired 4 months ago. I have three children at home (15,9,7) and estimate my annual income needs to be ~$150K/...
by PacZen
Tue Jan 29, 2013 12:31 pm
 
Forum: Investing - Help with Personal Investments
Topic: Retirement Portfolio Overhaul, Yikes, Help!
Replies: 3
Views: 527

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