Personal Investments • Bonds in My Taxable Account

I’m going to be getting about $200,000 soon from the sale of some property. It needs to go to into a fixed income fund to achieve my desired asset allocation. I have to put it in my taxable account since I have no income to put it into a tax deferred account. My IRA is already all bonds, with 2/3 in Vanguard Total Bond and 1/3 in Vanguard Inflation-Protected Securities.

What funds and in what proportions would you allocate the $200,000?

I live in Pennsylvania and my marginal federal income tax rate is 24%.

Thanks for any input.

Statistics: Posted by Steelersfan — Thu Aug 22, 2024 8:51 am — Replies 5 — Views 205

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