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Re: Bond Funds

Thanks FinancialDave, I found and read the article and Bogle's comments about retirement/pension income streams. I also enjoyed reading your posts and the opinions of others in the previous forums. Without a pension and based on the age-based formula, I should be at a 60/40 allocation. But since my ...
by dms1873
Tue Jul 02, 2013 2:11 am
 
Forum: Investing - Help with Personal Investments
Topic: Bond Funds
Replies: 67
Views: 5209

Re: Bond Funds

Jim180,

I have held all of the bond funds for about six months. I do reinvest dividends. I am 54 years old and stable income (full-time salary plus a pension distribution) and I plan to work and invest for 8-12 more years.
by dms1873
Mon Jul 01, 2013 11:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bond Funds
Replies: 67
Views: 5209

Bond Funds

I am a recent convert to index funds. I am learning a great deal from reading these forums and the many links and resources but I still have several questions about diversification, primarily bond funds. I currently have 30% of my taxable brokerage account in three Vanguard bond funds: long-term cor...
by dms1873
Mon Jul 01, 2013 11:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bond Funds
Replies: 67
Views: 5209

Re: Converting Traditional IRAs to Roths

Thanks to everyone for the useful comments and advice!
by dms1873
Sat Jun 29, 2013 5:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: Converting Traditional IRAs to Roths
Replies: 11
Views: 767

Re: Converting Traditional IRAs to Roths

Thanks for the replies so far. For more clarification: My wife and I are married filing jointly. My wife has a retirement plan at work (employer contributes $1500-$2000 annually to her IRA through his SEP account) so she is ineligible I have a monthly pension distribution but I also work full-time a...
by dms1873
Sat Jun 29, 2013 12:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Converting Traditional IRAs to Roths
Replies: 11
Views: 767

Converting Traditional IRAs to Roths

Over the past eight months I moved all of my retirement and non-retirement accounts from 401k and Edward Jones accounts into self-managed Vanguard funds and ETFs. My wife and I each now have individual traditional and Roth IRAs as well as a joint non-retirement brokerage account. We both are 54 year...
by dms1873
Sat Jun 29, 2013 11:16 am
 
Forum: Investing - Help with Personal Investments
Topic: Converting Traditional IRAs to Roths
Replies: 11
Views: 767

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