Recent content by titleman

I just recently retired and have my investments set up as follows: 50% - CDs 1/2 @ 5% for 5 yrs; 1/2 @ 4% for 3 yrs 25% - Equally split between Vanguard VFSTX & VWINX 25% - FKINX TESIX TEPLX My question involves FKINX TESIX TEPLX. This is in a SEP account and taxes haven't been paid. I...

I guess the 28% was my fault. I put in my last years rate and they used that for determining what to put me in. Using 15% theY recommended Vanguard LifeStrategy Conserv Growth (VSCGX). i was hoping for a little larger dividend, but maybe I'll get some growth that I wouldn't get with Wellsley.

Getting closer to that picture of kook-aid;D I had VG run an analysis of what I want to invest and they came up with VWIUX as my major player. I had been looking at Wellesley but VWIUX is tax free and appears less risky. I would have very little in the over 15% bracket, but I'm just not...

How were the rules changed? I'm under the impression that funds are more or less contracted to invest in the way you bought in to invest. Just curious as to the procedure they use to change the investment strategy.

Sold my small business at years end and now have some money to invest and use the dividends to help with living expenses. I won't be eligible for SS until the end of the year. I've been researching different strategies for awhile and have come up with Wellesley Income Fund (VWIAX) or Vanguard...