Search found 4 matches

by MMRetiredYoung
Sun May 21, 2017 4:44 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio Structuring- REVISED- Please review
Replies: 8
Views: 787

Re: Portfolio Structuring- REVISED- Please review

Thanks for the question maniminto, 15.5% in not taxable holdings.
by MMRetiredYoung
Sat May 20, 2017 2:19 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio Structuring- REVISED- Please review
Replies: 8
Views: 787

Re: Portfolio Structuring Help (first post)

Thanks Gr82bOutdoors, This was a great link for withdrawal strategies: https://www.bogleheads.org/forum/viewtopic.php?t=160476. I thought I'd share it. I didn't find as much good information on early retirement. Thanks Lafder, All the money except the $457K in Vanguard VTI is negligible for cost bas...
by MMRetiredYoung
Fri May 19, 2017 5:12 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio Structuring- REVISED- Please review
Replies: 8
Views: 787

Re: Portfolio Structuring Help (first post)

Thanks Grt2BOutdoors. I modified my original post to reflect after tax. I agree about the hedging and the ER, why I am heading down this road.

When you mention the three funds, how would you deal with an annual draw?
by MMRetiredYoung
Fri May 19, 2017 4:04 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio Structuring- REVISED- Please review
Replies: 8
Views: 787

Portfolio Structuring- REVISED- Please review

I am a first-time poster but have been lurking and read some of the suggested books. You can label me frustrated with investment advisers as I’ve gone through two in three years due to lackluster returns and what I perceive as expensive management fees. I am still working with an adviser but am comi...