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Subject:  Rebalancing & Reallocation Date:  2/9/2005  12:50 PM
Author:  Sjec Number:  44434 of 96157

Hi friends,

Any Foolish advice appreciated --

I have a modest amount in my 403(b) and Roth IRA (TIAA-CREF), about $85K, and my asset allocation has been heavily towards equities.

As I've turned 50, I'm rebalancing on my next birthday to a more conservative mix, although TIAA/CREF calls it "moderately aggressive" -- this new mix is Stock/60% Bond Mkt/15% Infl Linked Bond/10% and Traditional/15%.

My question is: should I also change all future allocations to this mix? And if so, should I transfer assets from the old mix to the new one? The old one, by the way, was

Global Equities/35%
Social Choice/20%
Equity Index/5%

Thanks Fools!


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