No. of Recommendations: 0
Thank you Fred. I am considering giving Lehmann's service a try after reading your post and visiting the site. I am close to retiring and I, like you, am gravitating more and more to income investing for my taxable account. My retirement account is still mostly in equities via mutual funds (CF's). But I'd like to structure the investments in the taxable account for tax exempt income (bonds and funds)as well as qualified income from preferreds, CEF's, etc. Of course if the yields are high enough they may not have to be qualified. In any event, the Lehmann site looks like fetile ground for quality offerings. Are you also invested in bonds and/or bond funds?
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