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Forum: FIRE and Money

12-20-2017, 10:43 PM

Replies: 16

Any 50/50 Balanced Funds Out There ...?

Views: 1,514

Posted By Lawrence of Suburbia

You lost me.

You lost me.

Forum: FIRE and Money

12-20-2017, 08:05 PM

Replies: 16

Any 50/50 Balanced Funds Out There ...?

Views: 1,514

Posted By Lawrence of Suburbia

With the new standard deduction, I may only owe...

With the new standard deduction, I may only owe tax on $2-3k of income.

Forum: FIRE and Money

12-20-2017, 07:55 PM

Replies: 16

Any 50/50 Balanced Funds Out There ...?

Views: 1,514

Posted By Lawrence of Suburbia

I'll be in a very low tax bracket.

I'll be in a very low tax bracket.

Forum: FIRE and Money

12-20-2017, 07:40 PM

Replies: 16

Any 50/50 Balanced Funds Out There ...?

Views: 1,514

Posted By Lawrence of Suburbia

Actually ... heck widdit. Got most of my...

Actually ... heck widdit. Got most of my tax-deferred accounts in 60/40 (DODBX), the other half (taxable) I'm just gonna go Wellesley Admiral. #@$! rebalancing.

Forum: FIRE and Money

12-20-2017, 06:36 PM

Replies: 16

Any 50/50 Balanced Funds Out There ...?

Views: 1,514

Posted By Lawrence of Suburbia

Nada thing, actually! I like that the dividends...

Nada thing, actually! I like that the dividends are tax-free. But isn't the stock side concentrated in U.S. large-cap? ...

Actually, I'm going to give it another look.

Forum: FIRE and Money

12-20-2017, 05:43 PM

Replies: 16

Any 50/50 Balanced Funds Out There ...?

Views: 1,514

Posted By Lawrence of Suburbia

Ooh! Thanks for that, RE2Boys. Definite...

Ooh! Thanks for that, RE2Boys. Definite candidate; also, AMJVX (American Century Multi-Asset Income Fund). The latter a bit like VPGDX (Vanguard Managed Payout Fund), but closer to 50/50.

Forum: FIRE and Money

12-20-2017, 03:31 PM

Replies: 16

Any 50/50 Balanced Funds Out There ...?

Views: 1,514

Posted By Lawrence of Suburbia

My question stands ...

My question stands ...

Forum: FIRE and Money

12-20-2017, 01:43 PM

Replies: 16

Any 50/50 Balanced Funds Out There ...?

Views: 1,514

Posted By Lawrence of Suburbia

Any 50/50 Balanced Funds Out There ...?

The title makes the query.

I know about Vanguard's Tax-Managed Balanced Fund (50% big stocks/50% muni bonds, approximately); but it seems most balanced funds are lopsided one way or t'other. I...

Showing results 1 to 8 of 8

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