I assume that you also have a MMF in a taxable account to make distribution easier.
I find your inclusion of the Wellesley fund an interesting use of a bond-heavy balanced fund. Out of curiosity, why did you select it for such a large % (44) when you could have gotten a similar 55/45 mix just using the other funds?
Along with your COLAd pension and SS, this is a pretty nice conservative portfolio that should serve you well and insure many good nights of sound sleep.
Part-Owner of Texas
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