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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...

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...

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...