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Author: 47293 Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75381  
Subject: retirement investing Date: 12/31/1999 9:17 AM
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My parents, ages approx. 85 just inherited $400,000; how should it be invested. they don't need much spendable income. How about half in Vanguard Total Stock Market Portfolio and half laddered Treasuries. How do you go about doing a laddered treasury portfolio? Thanks, TCS
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Author: intercst Big funky green star, 20000 posts Top Favorite Fools Top Recommended Fools Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 17139 of 75381
Subject: Re: retirement investing Date: 12/31/1999 9:37 AM
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47293 asks,

My parents, ages approx. 85 just inherited $400,000; how should it be invested. they don't need much spendable income. How about half in Vanguard Total Stock Market Portfolio and half laddered Treasuries. How do you go about doing a laddered treasury portfolio? Thanks, TCS

Since your parents don't need the money for income and will likely leave it to their heirs or charity, I'd favor a larger stock allocation. I'd also suggest using laddered CDs rather than Treasuries for the fixed income portion. The highest yielding 5 yr CD reported on www.bankrate.com is almost 1% higher than a 5 yr US Treasury note.

intercst

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