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I didn't voluntarily jump into this situation. While watching Suze Orman, my boyfriend, revealed to me that he was worried about his parent's retirement situation.

With some probing this is the information he came up with. He asked for my thoughts knowing that I strive towards Fooldom and have access to this discussion board.

I know for a fact that they have not been taking the mandatory distribution. I also know that they are short every month- my boyfriend's brother makes up the difference - a burden I'm sure he would be happy to be relieved of.

My question which has been posed to me and I am now posing to the boards: aside from the mandatory distribution, how do they generate income from their current investments while preserving wealth for his mom.

My thoughts were 50% dividend producing stocks, 50% bonds, or an annuity to guarantee them some income.


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