the 90/10 can't be evaluated without knowing what is in the other accounts, though.I would consider FSKAX and FTIHX instead of the zero funds in taxable. They are about the same cost, follow an actual index, and retain portability without liquidating them (imagine if in 20 years there is some compelling reason to leave Fidelity).
It probably won't be an issue but I think its worth considering.
Also just worth noting that some would consider 90/10 stock allocation very aggressive for a 50 year old. That said if he is spending $40K, has close $900K in assets, expects SS, and plans to continue working for a bit he is likely in very good shape. Which could either justify a high or low allocation to risky assets.
Statistics: Posted by jebmke — Sun Aug 04, 2024 10:59 am — Replies 5 — Views 279