I know the Wellesley Income Fund is popular here on the forum.
I see the admiral share ER is very reasonable.
Do any/many of you own it in a non IRA/401k environment?
Tax efficiency is pretty important !!!
I'm just wondering how well this fund would work in retirement when all money invested is in a taxable account.
Looking forward to your thoughts.
Steve
I see the admiral share ER is very reasonable.
Do any/many of you own it in a non IRA/401k environment?
Tax efficiency is pretty important !!!
I'm just wondering how well this fund would work in retirement when all money invested is in a taxable account.
Looking forward to your thoughts.
Steve