Is it time to search for bond alternatives for your balanced portfolio?
Understanding why you own bonds in the first place can help you decide on possible bond alternatives.
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Understanding why you own bonds in the first place can help you decide on possible bond alternatives.
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Sandy wants to deplete a registered retirement income fund by age 90 and wonders how much to take out...
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One option is moving mutual funds into lower-cost “D-series” or “F-class” versions to reduce fees while avoiding deemed disposition....
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It can get complicated, especially if the surviving owner resides overseas—where that country's tax laws may apply as well.
