I'm 77. Retired for 14 years. I'm trying to figure out what the portfolio will look like in the years ahead.
Just to help set up the scenario. My AA is 50/50. The annual return is about 5%/yr for the last 10 years. I'm taking RMDs. I'm not making additional contributions to the portfolio. Say I'm spending all the RMDs. When and at what rate does the portfolio begin to turnover and head to almost zero?
Just to help set up the scenario. My AA is 50/50. The annual return is about 5%/yr for the last 10 years. I'm taking RMDs. I'm not making additional contributions to the portfolio. Say I'm spending all the RMDs. When and at what rate does the portfolio begin to turnover and head to almost zero?
Statistics: Posted by RadAudit — Fri May 24, 2024 5:10 pm — Replies 3 — Views 150
