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DW retired in December and is due the balance of her ESOP is June, which will be rolled over to Vanguard TIRA. The value is about 25% of our total tax deferred assets. My initial inclination is to rebalance our total portfolio to match our target asset allocation (50/40/10). Maybe dollar cost average? What would you do?
It represents equity now (company shares), you should move it into the equity portion of your allocation immediately.
Prediction is very difficult, especially about the future - Niels Bohr | To get the "risk premium", you really do have to take the risk - nisiprius