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Recycles dryer sheets
- Joined
- Aug 9, 2005
- Messages
- 193
I'm retired 4 years. Wife still works.modhatter said:I am curious about those individuals currently "in retirement" or at least within two years of retirement - what kind of asset allocation you now have. (% of stocks, bonds, real estate, CD's, Reits, etc.)
Ages: early 50s (me) / early 40s (wife)
My pension (non-COLA) is about $33K/year.
Wife makes $48K/year and will get no pension.
No debts. Portfolio (excluding house, which is paid off):
40% CDs
17% Bond funds
16% Cash (money market, etc)
14% Stock mutual funds
9% US Savings Bonds (I and EE)
3% Misc stock and bond mutual funds