Bogleheads.org

Yeah, it's really not a big deal. As you said, the fund price will just drop that much. If you reinvest you'll just be back to where you were before the distribution. Sucks if you hold it in a taxable account though (which is not advised).

Looks like .46/sh (.25 st, .21 lt). Just under 5% of NAV.

I believe there would also be a 10% penalty on the annuity withdrawal if you were under 59.5 at the end of the 5 years.

So congratulations to all those folks who built their long term tips ladders in advance of the current bond rally. Somebody must have done that? Right? :) Can’t say that I’ve done that, but do have decent sized positions in SPIP, GOVT, and SWRSX. It has definitely softened the blow recently. 10 yr ...

As someone who used to work for EJ, the only acceptable option at EJ (IMHO) is to invest in A-share American Funds. Any of their Advisory products (Advisory Solutions, Guided Solutions, etc) are way too expensive and not worth the cost. If you can’t stop someone from going with EJ, at least tell th...

As someone who used to work for EJ, the only acceptable option at EJ (IMHO) is to invest in A-share American Funds. Any of their Advisory products (Advisory Solutions, Guided Solutions, etc) are way too expensive and not worth the cost. If you can’t stop someone from going with EJ, at least tell the...

Congrats Cuzz35! I'm in the EJ interview process and I too do not think I will accept an offer if/when I get one. I'm coming out of the military and have completed all the CFP coursework and passed the exam. I just do not want to sell products that I personally would not invest in. I have considered...