Recent content by dreamcast

TronboneAl, I like your thought. I wonder why I haven't found this technique described elsewhere. The only disadvantage I can think of is the extra trade required to rebalance. Do you have any links to discussion or articles on this strategy?

I'm 32 and hope to semi-retire in 1-3 years. I plan to work at least part of the year to supplement my income and stay active in my industry. I don't know the best way to allocate funds between taxable and tax-deferred accounts. My funds are currently split 85%/15% between taxable/retirement...

If bonds and REITs are relegated to the retirement account, leaving stocks in the taxable account, does that mean ER income is generated by selling stock? What is the withdrawal strategy from a taxable account?

I'll try to restate the root of my questions more concisely. Does it make sense to have different allocations for retirement vs. non-retirement accounts, given that the retirement account would not be touched for 28 years, and that I wish to begin drawing on the taxable account much sooner...

Hi, I have read several books (Malkiel, Bernstein) and have read through many posts on these boards. I still have not found any advice particular to my situation... Common advice suggests using one asset allocation strategy that spans both taxable and tax-advantaged accounts, with the goal of...