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Personal Investments • AA—If you hold to maturity, how do you calculate your fixed income total?

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My rationale: I don't consider my current pre-retirement salary as a fixed-income asset. Nor do I consider future Social Security payments as one either. I don't really see how a purchased TIPS which I plan to hold to maturity is particularly different from either of those.
You can sell them.
Sure, but that's not the purpose they serve. It's nice to have the extra flexibility, but it's an entirely different purpose vs adding a bond fund.

From my perspective, I can also "sell" SS by claiming it earlier than planned, but it's still not part of my AA.

Statistics: Posted by brightlightstonight — Sun Jun 30, 2024 12:38 am — Replies 18 — Views 948



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