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Posted on 4/26/14 at 10:47 pm to 756
quote:
at his age long term CD- I would split it up.
You didn't see the post that this money is earmarked to pass on to his heirs, it is not money he plans to use for the rest of his life.
Therefore it should be invested with a longer time horizon.
Posted on 4/27/14 at 1:06 am to foshizzle
Agreed. A deferred annuity is worth looking into. I know of at least one company who has a 10 year paying at 2.05%.
Posted on 4/27/14 at 5:14 am to foshizzle
quote:That would seem to be the answer.
You didn't see the post that this money is earmarked to pass on to his heirs, it is not money he plans to use for the rest of his life.
Therefore it should be invested with a longer time horizon.
Posted on 4/27/14 at 6:35 am to GeeOH
Taxes at death are a non issue. I would invest it as if he was 65-70. Good balanced funds and shorter term bond funds that yield around 2.5%-3.5%.
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