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Personal Investments • Portfolio for near retirement

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Need some help on figuring out how to allocate a porfolio for a 60 year who is nearing retirement and has been holding $600,000 in 95% BND, 5% VXUS. What is the best way to reshuffle the portfolio?
-Plans to retire as early as 65-67 y/o
-Expects pension of $300/month
-Annual spend is likely $40-50k /year
-Lives in California
-Currently makes 70k/yr

Statistics: Posted by Ebitdaking — Fri Nov 01, 2024 4:36 pm — Replies 2 — Views 283



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