The Motley Fool Discussion Boards

Previous Page

Retirement Discussions / Retired Fools


Subject:  Retirement investing for the low-income retiree Date:  6/8/2021  7:55 PM
Author:  BuffetsOpposite Number:  22838 of 22931

A friend's father asked me to offer ideas on investing $140k that they received from an asset sale.

Preservation of capital is important, but so is at least meeting inflation in returns. Their only income is social security, so basically no income taxes are being paid.

I'm thinking of a small portfolio of mutual funds that include short term corporate and government bonds combined with a REIT fund and a blue chip fund.

I considered long-term bond funds, but the only way they seem to make sense to me is if you think there won't be any inflation, which seems improbable.

Among things I've looked at are SCHJ, BAGIX, FBCG, and PPTY. Not attached to any of these at all, but interested to hear thoughts for this situation.

Very much appreciate your thoughts.
Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us