That’s excellent planning. Another approach, which I am in the process of implementing (still have some bridge cash until I file for SS) is the one-fund portfolio. Everything in all accounts in the same LifeStrategy fund (note that all substantial balances are in tIRA and Roth).Uninvolved is better than argumentative.The frown was for the uninvolved spouse...
About uninvolved: I threw a safety net under it all by signing up with PAS -- not for their advice but for their continuing management. I accept their fee, not with joy but with relief. One more thing off my worry list.
Statistics: Posted by David Jay — Sun Jun 30, 2024 11:29 am