Part of my ER strategy calls for a portion of my nest egg to grow 4% annually.
I am looking for a fund that comes as close as possible to meeting the following goals:
1. 4% return (after fees) with little volatility in order to reduce sequencing risk.
2. Tax Avoidance. It would be nice if some or all of the fund contain tax free munis in order to reduce tax liability.
I live in PA.
I am fine sacrificing the opportunity for returns in the 6%+ range.
Thanks for any suggestions you may have.
I am looking for a fund that comes as close as possible to meeting the following goals:
1. 4% return (after fees) with little volatility in order to reduce sequencing risk.
2. Tax Avoidance. It would be nice if some or all of the fund contain tax free munis in order to reduce tax liability.
I live in PA.
I am fine sacrificing the opportunity for returns in the 6%+ range.
Thanks for any suggestions you may have.