Sorry I wasn't clear--I'm not including our emergency fund in assets (or the grandparents 529 for that matter) and it's just in Schwab investor checking at the moment.
Yes, the plan is to move the bond ETF to stocks over the next 9 months in three equal tranches.
Assuming the $1.8M in pension NPV "counts" as bonds, then we have about:
$585 liquid retirement
$1.8M "bonds"
for a total of roughly $2.3M. That implies an equity/bond mix of 25%/75%--thus the push for increasing equity as much as possible in the next six years of working.
Yes, the plan is to move the bond ETF to stocks over the next 9 months in three equal tranches.
Assuming the $1.8M in pension NPV "counts" as bonds, then we have about:
$585 liquid retirement
$1.8M "bonds"
for a total of roughly $2.3M. That implies an equity/bond mix of 25%/75%--thus the push for increasing equity as much as possible in the next six years of working.
Statistics: Posted by blueeyes_austin — Fri Apr 12, 2024 3:13 pm — Replies 2 — Views 205