Forumsee logo
Forumsee » Finance and investment » Personal Finance » Read message
RSS: Subscribe to RSS

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   


Last videos:

CBS News Alert: How to spot an ATM credit card skimmer.
CBS News Alert: How to spot an ATM credit card skimmer.
Dave Ramsey says don't use credit cards, even if you pay them off
Dave Ramsey says don't use credit cards, even if you pay them off
Best albums of 2017
Best albums of 2017
Best albums of 2017
Best albums of 2017
Anton Kreil
Anton Kreil
Asking for discounts
Asking for discounts
Financing the American Family
Financing the American Family
Being a Boglehead
Being a Boglehead

Cars ·
Travel ·
production-frontend