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Originally Posted by ron244
clifp
We have some Mutual funds and ETF's. In our taxable accounts we have VGHCX (41k) and VISVX (26k). In our IRA's, EEM (21k), VIEIX (162k), DODBX (53k). I agree with what your saying about fixed income in IRA's, but when we have to liquidate a certain amount each year, it will be difficult to maintain a consistent AA. The 150 acres of land is adjacent to our 60 acre retirement property and we would only sell it if we had to. We do not own any REITs at this time.
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Rebalancing shouldn't be all that hard. Just sell and/or buy stocks/bonds/cash in your tax deferred [IRAs] to even things out. So, for example if you sell US stocks in your taxable account and need more US stocks to get back to 40/40/20, just sell int'l or bonds in the tax deferred acounts to buy US stocks.
- Alec
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