|
Apropos of this thread , which asks if Vanguard Target Retirement Income is suitable as a steady source of retirement income--similar to an annuity in that sense--I decided to look at the pattern of distributions from several funds. Among other things...
Started by nisiprius on
, 11 posts
by 8 people.
Answer Snippets (Read the full thread at bogleheads):
Vanguard ....
Capital gains are reinvested" Wellesley....
The number of shares I own in the main income fund has risen in roughly the same proportion so 2/3) and Target Income (1/3) plus either a MM or short term bond fund
2.
|
|
In the past, I've simply selected one bond index fund for the fixed income portion on my portfolio. I might continue to do the same, but want to learn more about different options. My portfolio is at 24% bonds and I'm 15-30 years away from retirement....
Started by sunnyday on
, 11 posts
by 6 people.
Answer Snippets (Read the full thread at bogleheads):
I can't get North Carolina Fixed Income Fund to chartFor FIBIX....
The NC fixed income is actually a Stable Value fund which has, if not the world's biggest mutual fund, period).
Both of these are fine funds.
Issues.
|
|
Hi everyone,
My 401K has only one choice for a balanced fund. It is The American Funds Capital Income Builder. This is currently the default investment for anyone who does not make an investment choice. In that regard I'm assuming it's pretty conservative...
Started by stemikger on
, 14 posts
by 7 people.
Answer Snippets (Read the full thread at bogleheads):
It can hold 25 fund, Wellington held up ....
This fund is approx 70% stocks 30% bonds.
This is a good fund to hold in a 401k because of the incomeStay with thee 2 funds you are in.
Because it pays a nice dividend each quarter.
|
Ask your Facebook Friends
|
I have been looking at the fundsheet on H-L. The dividend date was 1 Jan but when I look at the historical prices the acc price doesnt seem to have moved upwards to reflect the dividend. So how do you get your dividend if you have accumulation fund rather...
Started by moneylover on
, 11 posts
by 6 people.
Answer Snippets (Read the full thread at moneysavingexpert):
5.137 on 29/12/11 5.16 on 30/12/11 5.208 on 03/01/12 5.247 website... .
Dividend if you have accumulation fund rather than income? its reflected in the unit price.
|
|
New to CEFs and want to know if PIMCO High Income Fund (PHK) is suitable for an IRA? Are there any tax issues (such as K-1 from MLPs, etc) due to dividends containing return of capital? Thanks in advance
Started by bnaretire on
, 13 posts
by 9 people.
Answer Snippets (Read the full thread at morningstar):
The EXD being a newer fund.
The +9% distribution rate.
Still sporting a nice discount to NAV.
I see major valuation issues! I don't follow this fund, so I took munis.
NO there are no tax issues..
|
|
I held some money in Pacific Stock Index fund. and now filing tax:
according to the documents from Vanguard:
on 1099-div,
Box 1a: $125.03 so this is total dividends.
Box 6: $4.56 this is foreign tax paid.
when using TurboTax to fill this info, I was asked...
Started by AQ on
, 13 posts
by 6 people.
Answer Snippets (Read the full thread at bogleheads):
Thanks..
Once you get above those limits, what you put in for foreign income would come into play.
All of it as credit so it should be independent of what you put for foreign income in that range.
|
|
Any suggestions for funds in these categories which
can use TIPS
can allocate a small % to stocks. Thanks.
Started by kenwk250 on
, 21 posts
by 12 people.
Answer Snippets (Read the full thread at morningstar):
The only income/allocation fund I know of that owns Tips is Target Retirement Income (20% Tips--50 to find out past allocations and allocation trends for the Pimco Income fund, PONPX-PIMIX; I don't Pioneer Strategic....
|
|
Mainly to Dick, Anil, Norbert and others who are experienced users of FI CEFs.
I bought FAX on 5/20/2010 at $5.80.
I did so mainly because the discount was historically attractive then, and I wanted some Asian FI exposure. (I still do.)
The fund is modestly...
Started by Chang on
, 21 posts
by 10 people.
Answer Snippets (Read the full thread at morningstar):
With....
I know you know about MAPIX, with an a-p dividend some experience owning this & its sister fund FAM, might comment be of help.
Mrc other fund with a strong asia pacific FI focus.
MAINX - Mathews Strategic Income fund.
|
|
I know this topic has been discussed on several forums, but for those who have selected mutual funds to produce retirement income to cover their ongoing retirement expenses, would you share what funds you are selecting, and why you have selected those...
Started by dtconroe on
, 6 posts
by 5 people.
Answer Snippets (Read the full thread at morningstar):
If you can afford....
It offers a generous yieldAt some point the worm on interest rates will turn and fixed income securities and funds will get clobbered.
Selected them:
VWIAX: Wellesley Income is our a core retirement fund.
|
|
Help!
I have a statement from Vanguard outlining the percentages of income and percentages of assets that are US Govt. obligations for my Total Bond Market Index Fund.
I have the interest I earn from this Fund deposited into my Money Market Fund in the...
Started by sadie wess on
, 4 posts
by 3 people.
Answer Snippets (Read the full thread at bogleheads):
Just send the sheet outlining the US Government source along with the Fund's 1099 and let him/her handle....
Your accountant needs to know as in some states the income may be partially tax exempt if coming in the Total Bond Index Fund.
|
