Check your inbox or spam folder to confirm your subscription.
403b (interest at 7.5%) = 54% Equities = 30% IRA (Equities) = 8% Secured secondary notes = 2.5% Private Equity = 2.5% iBonds = 2.5% Cash = .5%
Post: What’s in your portfolio ?
Link to comment from June 20, 2026
Over two years the RMDs from the IRAs will come very close to covering the shortfall of $200,000.
Post: Financial Question
Link to comment from March 29, 2025
Comments
403b (interest at 7.5%) = 54% Equities = 30% IRA (Equities) = 8% Secured secondary notes = 2.5% Private Equity = 2.5% iBonds = 2.5% Cash = .5%
Post: What’s in your portfolio ?
Link to comment from June 20, 2026
Over two years the RMDs from the IRAs will come very close to covering the shortfall of $200,000.
Post: Financial Question
Link to comment from March 29, 2025