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re: Retirement investment options and expected return
Posted on 5/11/24 at 9:56 am to ShermanTxTiger
Posted on 5/11/24 at 9:56 am to ShermanTxTiger
I have about 1.7. Not about to retire. I keep 200k in high yield savings, 200k in short term Laddered CDs. Making around 5% on this 400.
The other 1.3 is in a fee based managed account that has averaged about 8% after fees and taxes over the last 5 years. My risk preference has been moderate. My largest single holding is around 70k.
Based on friends- 8% after fees and taxes is about average. Some who are aggressive are making more but they lost like 20% a couple years ago. I only lost like 1%.
My planner recommends maintaining my strategy through retirement. He says I can take 5% and still protect against inflation.
The other 1.3 is in a fee based managed account that has averaged about 8% after fees and taxes over the last 5 years. My risk preference has been moderate. My largest single holding is around 70k.
Based on friends- 8% after fees and taxes is about average. Some who are aggressive are making more but they lost like 20% a couple years ago. I only lost like 1%.
My planner recommends maintaining my strategy through retirement. He says I can take 5% and still protect against inflation.
This post was edited on 5/11/24 at 10:07 am
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