DW and I are in our early 70's and are approximately 50/50 equities to fixed income. At this point we rarely if ever rebalance, we just selectively withdraw from whatever segment of our portfolio has done the best in the prior year. Our portfolio, in conjunction with SS and a small TIAA annuity supports our lifestyle with a sub 3% withdrawal rate. We don't feel the need to get any more aggressive or to dial back on risk.
Statistics: Posted by bikechuck — Mon Jul 29, 2024 9:50 am — Replies 11 — Views 602