The Bond ETF Tax Mistake Costing Retirees With a $1 Million 60/40 Portfolio ~$6,600 a Year
Source ↗
👁 0
💬 0
The post The Bond ETF Tax Mistake Costing Retirees With a $1 Million 60/40 Portfolio ~$6,600 a Year appeared first on 24/7 Wall St..
Despite its shortcomings during years like 2022, I still think the classic 60/40 portfolio of stocks and bonds remains one of the better frameworks for retirement investing. It’s diversified, inexpensive to implement with index ETFs, intuitive to understand, and easy to rebalance over time.
Much of the criticism surrounding the strategy has focused on whether
Despite its shortcomings during years like 2022, I still think the classic 60/40 portfolio of stocks and bonds remains one of the better frameworks for retirement investing. It’s diversified, inexpensive to implement with index ETFs, intuitive to understand, and easy to rebalance over time.
Much of the criticism surrounding the strategy has focused on whether
Comments (0)