The Demise of 60/40

Written By Don McDonald

Many financial pundits believe that, due to low rates, you need to move away from a traditionaly balanced retirement portfolio. They suggest that you move your safer fixed income investments into riskier higher yielding securities.

Listeners want to know about:

  • Moving money into Roth better in 401k or IRA?

  • The best ways to make future chariable contributions.

Don McDonald
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