DoubleDown
Dryer sheet aficionado
- Joined
- May 7, 2007
- Messages
- 31
I have some taxable money (lump sum plus DCA) that I am looking to invest twice per month before retirement. This money will be used after retirement (in 11 years) to supplement my COLA pension and to aid in reducing the need to tap my 401K and Roth IRAs too soon. I want to keep this pretty simple. I have been looking at possible canidates of OAKBX (Oakmark Equity Income), OAKGX (Oakmark Global), PRWCX (TRP Cap Appreciation) and a heavy dose of VWAHX (VG High Yield TE). Any other suggestions or comments? Thank for your help. DD