Retired. Time horizon considering health issues 6-10 years. Am single in 12-15% tax bracket.
Thinking about selling all 200K of VBTLX in taxable brokerage account. This fund is currently down 7K.
Should I wait for fund to have less of a loss before selling if following through with sale?
What would be a better investment of VBTLX sale proceeds: 1.Immediate annuity ten year certain or 2.Ten year CD ladder? 3. Another option altogether?
Consideration: Selling 200K of VBTLX would screw-up my asset allocation.
Thank you.
Thinking about selling all 200K of VBTLX in taxable brokerage account. This fund is currently down 7K.
Should I wait for fund to have less of a loss before selling if following through with sale?
What would be a better investment of VBTLX sale proceeds: 1.Immediate annuity ten year certain or 2.Ten year CD ladder? 3. Another option altogether?
Consideration: Selling 200K of VBTLX would screw-up my asset allocation.
Thank you.
Statistics: Posted by bt365 — Thu Mar 21, 2024 8:18 am — Replies 2 — Views 214
