The Motley Fool Discussion Boards

Previous Page

Investment Analysis Clubs / Dividend Growth Investing


Subject:  Re: income/annuity Date:  1/21/2011  1:48 PM
Author:  ltangel Number:  6616 of 9914

I guess I was not clear -I have 14 months and then I can start withdrawing and I do not want to be in ANY annuity at that time -but right now I want to build it up as best I can for that 14 month period -then I need a strategy for investing that part of the port - it is 40% of port currently but I want to shift it all eventually into other inverstments - currently - I have 20%of port in moneymarket , 30% in Treasury money market, 5% in bond funds, and 1% in g/s stock and 10% in dividend stocks. So I am thinking - when I can withdraw to allocate 20%of the existing annuity to divivdend stocks,and 10% to CD and 10% to ?
Copyright 1996-2016 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us