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Is there ideal Asset LOCATION % as you get closer to retirement?

Bogleheads • View forum - Personal Finance (Not Investing) - www.bogleheads.org
Hi all,

There's a lot of discussion about asset allocation as you build up you assets, and how to slowly get more conservative as you get closer to your retirement.

I know that asset location is discussed also - that tax deferred are preferred to help grow your portfolio. But, tax diversification is important too.

My question is, as you get closer to FI/retirement, is there an ideal or preferred asset location % among Tax-deferred / Roth / Taxable accounts?

This could be helpful for someone to start divvying up their contributions to get to the preferred location % as they get to early retirement/ FI in the next 5-10 years. Let's assume that they would have a number of years (say 5-10) before starting social security.

Are there any "lessons learned" from those who retired early ?

Thanks
Date: Feb 18, 2017   


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