We use Wellesley Income Fund (about 90%) and Treasury Inflation Protected Securities Fund (about 10%) in our Individual Retirement Accounts (we are both taking RMDs) Our non-retirement accounts are about 80% invested in a variety of equity index funds and about 20% in Short-Term Treasury inflation Protected Securities Fund an Treasury Money Market Fund.
We particularly like the Wellesley Fund because it’s like having our own private annuity.
We particularly like the Wellesley Fund because it’s like having our own private annuity.
Statistics: Posted by dkturner — Sat Aug 17, 2024 1:25 pm — Replies 4 — Views 503