MRG
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Apr 9, 2013
- Messages
- 11,079
She should it was 50/50 last I found. Target date funds are great for one stop shopping and ease. They readjust the asset allocation every year until some predefined AA.Why shouldn't Cindy know what the asset allocation is within the fund? The more she understands the more comfortable she will be with her investments.
Why not more than 3%? The SWR is 4%, did I miss something unusual about Cindy's situation?
The market watch page below lists the AA as of February. I got there by searching the fund name.
https://www.marketwatch.com/investing/fund/vtwnx/holdings
I'm assuming 3% is some personal rule, not related to Cindy's situation. Seems like i remember she has SS to claim in the future.
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