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Personal Investments • Re: Bernstein makes me wonder if I'm doing bonds all wrong? Seeking advice.

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The best laid plans of mice and men...

My Roth-IRA has a long time horizon (hopefully I'll never touch it) so its predominantly intermediate corporate bonds (in 3 balanced funds) are appropriate.

Thanks to looming RMDs I run some NAV/rate risk due to my Rollover-IRA's predominantly intermediate corporate bonds but since this IRA generates 3.50% in income roughly half of an RMD will be covered by that income.

Statistics: Posted by KEotSK66 — Mon Feb 03, 2025 6:01 pm



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