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Greetings All, I’ve been building a ladder of corporate bonds/CD’s in my tIRA and municipal bonds in my taxable account. I made a spreadsheet to keep track of these investments, which includes the YTM. It’s easy to find the average YTM of the ladder with a simple formula. But that average does...

Greetings to all, and first a thanks for the knowledge that is shared on this forum. I live in California, retired last year and sold my work condo. I’m trying to decide the best strategy for my taxable account of about 300k. My tIRA holds the majority of my retirement funds with a 60/40 mix of...

I’ve been a long time Chase customer for my brick and mortar bank and have been happy with their service. I’ll soon have a nice chunk of change coming from the sale of my work condo and need to open a brokerage account. My first thought was to use Schwab, where I have my IRA account. But I...

I started buying individual bonds last year after reading some excellent advice on this forum, particularly the Golden Age thread started by Freedom56. My question is, how do you determine your actual annual return? Right now I have bonds of different maturities, different yields, some bought...

I found my way to this forum when searching for retirement planning software, and it’s been a great source of information with varied ideas and perspectives. Thanks to all for providing your input. I’ve had a nice career as a professional advertising photographer, and at age 67 this will be my...