Hello,
I am heading into retirement/draw down mode in the next year, so I am doing some shuffling around as best as possible since I cannot shift the % to much with additional investments. I do not have enough room to store all of my treasury funds in my tax advantaged accounts. I was planning on putting as much of my long term and what every I can fit of intermediate in my tax advantaged accounts, and my short and the remainder of intermediate in my taxable accounts.
Appreciate the help in advance.
I am heading into retirement/draw down mode in the next year, so I am doing some shuffling around as best as possible since I cannot shift the % to much with additional investments. I do not have enough room to store all of my treasury funds in my tax advantaged accounts. I was planning on putting as much of my long term and what every I can fit of intermediate in my tax advantaged accounts, and my short and the remainder of intermediate in my taxable accounts.
Appreciate the help in advance.
Statistics: Posted by endyii — Fri Mar 14, 2025 5:01 am