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Investment Dilemmas in Retirement Planning and Bond Funds
The reader seeks guidance on funding retirement near 62 or 65 with 12000 in a growth mutual fund and a bond fund 8 percent payout. The adviser questions fixed 8 percent guarantees from bond funds, noting tax, liquidity, and market timing issues. Other points cover gifting to a daughter with 20000, tax implications of long term gains, and favoring high grade bonds for steady income versus growth.
MENTIONED IN THIS ARTICLE
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